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GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

34 hedge funds and large institutions have $52.7M invested in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $182M | Put options by funds: $92.2M

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4.36% more ownership

Funds ownership: 60.52%64.88% (+4.4%)

4% more capital invested

Capital invested by funds: $50.8M → $52.7M (+$1.83M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3634 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
10
Closed
9
Calls
$182M
Puts
$92.2M
Net Calls
+$89.8M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1
Resonant Capital Advisors
Wisconsin
$11.3M +$332K +16,358 +3%
Betterment LLC
2
Betterment LLC
New York
$9.97M +$586K +28,901 +6%
AFS
3
Axiom Financial Strategies
Indiana
$6.44M -$21.3K -1,051 -0.3%
AFTS
4
American Financial & Tax Strategies
New York
$4.36M +$155K +7,639 +4%
ODA
5
One Degree Advisors
California
$3.82M +$3.62M +178,418 New
AHSSHC
6
Adventist Health System Sunbelt Healthcare Corp
Florida
$3.37M +$2.6M +128,418 +319%
AP
7
Appleton Partners
Massachusetts
$3.25M -$3.95K -195 -0.1%
PFG
8
Prospect Financial Group
Virginia
$1.76M +$1.79M +88,088 New
GLA
9
Great Lakes Advisors
Illinois
$1.28M -$222K -10,967 -15%
EWA
10
Evolution Wealth Advisors
Florida
$1.19M +$702K +34,615 +139%
Stifel Financial
11
Stifel Financial
Missouri
$1.15M +$945K +46,641 +424%
VT
12
Vise Technologies
New York
$1.03M -$4.09K -202 -0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$773K +$527K +25,997 +204%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$667K +$678K +33,457 New
CMMS
15
Comprehensive Money Management Services
Florida
$541K +$550K +27,133 New
WWA
16
WCG Wealth Advisors
Nevada
$474K -$2.94K -145 -0.6%
LPL Financial
17
LPL Financial
California
$400K -$4.66K -230 -1%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$323K -$17.3K -853 -5%
Jane Street
19
Jane Street
New York
$232K -$1.25M -61,891 -84%
US Bancorp
20
US Bancorp
Minnesota
$105K
IA
21
IFP Advisors
Florida
$81.6K +$1.91K +94 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$55K -$7.72K -381 -12%
PCFFS
23
Pacific Center for Financial Services
California
$43.6K
AWM
24
Accredited Wealth Management
Kentucky
$23.4K +$23.8K +1,175 New
AF
25
Allworth Financial
California
$20.4K -$57.2K -2,822 -74%

COMB Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) for Q4 2024, worth a combined $52.7M — up 3.6% from $50.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of COMB and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was One Degree Advisors, opening a new position worth an estimated $3.62M. The largest seller was Lake Street Private Wealth, exiting entirely with an estimated $3.81M sold.

  • 34 institutional investors held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) as of Q4 2024, down from 36 in Q3 2024.
  • Funds reported $52.7M of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock for Q4 2024, up 3.6% quarter-over-quarter.
  • 8 funds opened new GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF positions in Q4 2024 and 9 closed out, a net change of -1 holder.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF buyer in Q4 2024 was One Degree Advisors, an estimated $3.62M added.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF seller in Q4 2024 was Lake Street Private Wealth, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2024.