We are live on ! Find out more
COMB icon

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

52 hedge funds and large institutions have $261M invested in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

57% more capital invested

Capital invested by funds: $166M → $261M (+$95.2M)

30% more funds holding

Funds holding: 4052 (+12)

2.72% less ownership

Funds ownership: 72.25%69.53% (-2.7%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
20
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$67.4M -$11.4M -387,647 -16%
MCM
2
Mainstay Capital Management
Michigan
$60M +$30.4M +1,034,908 +124%
GLA
3
Great Lakes Advisors
Illinois
$46.4M +$16.4M +559,100 +63%
GVAG
4
Great Valley Advisor Group
Delaware
$10M +$441K +15,008 +5%
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$9.92M +$4.46M +151,644 +96%
Betterment LLC
6
Betterment LLC
New York
$9.78M +$3.63M +123,415 +68%
LSPW
7
Lake Street Private Wealth
Illinois
$6.16M +$3.04M +103,484 +117%
AP
8
Appleton Partners
Massachusetts
$4.38M +$160K +5,433 +4%
AHSSHC
9
Adventist Health System Sunbelt Healthcare Corp
Florida
$4.33M -$4.86M -165,500 -55%
AFS
10
Axiom Financial Strategies
Indiana
$4.26M +$3.81M +129,641 New
LNC
11
Lincoln National Corp
Pennsylvania
$4.01M +$393K +13,376 +12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.46M -$1.07M -36,471 -25%
QAM
13
Q3 Asset Management
Michigan
$3.32M +$3.04M +103,444 New
DCM
14
Discovery Capital Management
Connecticut
$3.21M +$2.94M +100,000 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.08M -$1.93M -65,634 -41%
LPL Financial
16
LPL Financial
California
$2.85M +$2.15M +73,297 +473%
IC
17
Inscription Capital
Texas
$2.42M +$1.01M +34,192 +83%
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$1.74M +$1.62K +55 New
Stifel Financial
19
Stifel Financial
Missouri
$1.47M -$1.59K -54 -0.1%
WAM
20
Worth Asset Management
Texas
$1.08M +$968K +32,916 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$996K +$913K +31,055 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$973K -$677K -23,041 -43%
KAS
23
Kestra Advisory Services
Texas
$896K +$119K +4,033 +17%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$849K -$791K -26,920 -50%
TYCC
25
Texas Yale Capital Corp
Florida
$830K

COMB Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) for Q1 2022, worth a combined $261M — up 57% from $166M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new COMB positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Mainstay Capital Management, adding an estimated $30.4M. The largest seller was Congress Wealth Management, cutting an estimated $11.4M.

  • 52 institutional investors held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) as of Q1 2022, up from 40 in Q4 2021.
  • Funds reported $261M of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock for Q1 2022, up 57% quarter-over-quarter.
  • 16 funds opened new GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF positions in Q1 2022 and 4 closed out, a net change of +12 holders.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF buyer in Q1 2022 was Mainstay Capital Management, an estimated $30.4M added.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF seller in Q1 2022 was Congress Wealth Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2022.