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Direxion Auspice Broad Commodity Strategy ETF

59 hedge funds and large institutions have $156M invested in Direxion Auspice Broad Commodity Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 5859 (+1)

0.5% less ownership

Funds ownership: 58.19%57.69% (-0.5%)

13% less capital invested

Capital invested by funds: $179M → $156M (-$23.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
29
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Pitcairn
Pennsylvania
$48.4M -$1.12M -37,623 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$18.8M -$4.04M -135,242 -17%
WI
3
WBI Investments
New Jersey
$10.4M -$822K -27,548 -7%
PPW
4
Pasadena Private Wealth
California
$9.96M +$994K +33,300 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.7M -$19.4K -650 -0.4%
MW
6
MBL Wealth
North Carolina
$4.61M +$823K +27,584 +21%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$3.45M +115,749 +990%
IFS
8
Ifrah Financial Services
Arkansas
$3.71M -$249K -8,333 -6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$3.64M +$10.4K +348 +0.3%
KAS
10
Kestra Advisory Services
Texas
$3.56M +$535K +17,930 +17%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$3.36M +$79.5K +2,663 +3%
NAM
12
NTV Asset Management
West Virginia
$3.26M -$137K -4,600 -4%
SIM
13
Stratos Investment Management
Ohio
$3.23M +$87.8K +2,941 +3%
WWP
14
WR Wealth Planners
Missouri
$2.72M +$467K +15,650 +20%
LPL Financial
15
LPL Financial
California
$2.62M +$191K +6,400 +8%
NFP
16
Narus Financial Partners
Utah
$2.34M +$663K +22,201 +39%
UB
17
UMB Bank
Missouri
$2.21M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.14M -$151K -5,051 -6%
PFA
19
Petra Financial Advisors
Colorado
$1.89M +$1.92M +64,375 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.74M -$350K -11,742 -17%
SFG
21
Summit Financial Group
West Virginia
$1.73M -$134K -4,500 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.67M +$580K +19,439 +52%
JIP
23
Jaffetilchin Investment Partners
Florida
$1.42M +$477K +15,995 +50%
NFG
24
Nations Financial Group
Iowa
$1.18M +$83.6K +2,801 +8%
CAN
25
Cetera Advisor Networks
California
$1.13M +$316K +10,595 +38%

COM Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Direxion Auspice Broad Commodity Strategy ETF (COM) for Q4 2022, worth a combined $156M — down 13% from $179M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new COM positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $3.45M. The largest seller was Ulrich Consultants & Investment Group, exiting entirely with an estimated $7.84M sold.

  • 59 institutional investors held Direxion Auspice Broad Commodity Strategy ETF (COM) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $156M of Direxion Auspice Broad Commodity Strategy ETF stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Direxion Auspice Broad Commodity Strategy ETF positions in Q4 2022 and 11 closed out, a net change of +2 holders.
  • The largest Direxion Auspice Broad Commodity Strategy ETF buyer in Q4 2022 was Wealthcare Advisory Partners, an estimated $3.45M added.
  • The largest Direxion Auspice Broad Commodity Strategy ETF seller in Q4 2022 was Ulrich Consultants & Investment Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2022.