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GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

39 hedge funds and large institutions have $72.9M invested in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

46% more call options, than puts

Call options by funds: $99.9M | Put options by funds: $68.6M

38% more capital invested

Capital invested by funds: $52.7M → $72.9M (+$20.3M)

15% more funds holding

Funds holding: 3439 (+5)

3.92% more ownership

Funds ownership: 64.88%68.8% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
8
Reduced
13
Closed
5
Calls
$99.9M
Puts
$68.6M
Net Calls
+$31.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1
Resonant Capital Advisors
Wisconsin
$13.9M +$1.5M +71,233 +13%
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$12.3M +$11.9M +564,853 New
Betterment LLC
3
Betterment LLC
New York
$11.6M +$694K +32,882 +7%
EF
4
Empowered Funds
Pennsylvania
$9.58M +$9.33M +441,682 New
AFTS
5
American Financial & Tax Strategies
New York
$4.68M -$64.4K -3,051 -1%
ODA
6
One Degree Advisors
California
$3.93M +$56.4K +2,671 +1%
AP
7
Appleton Partners
Massachusetts
$3.67M +$140K +6,612 +4%
IC
8
Inscription Capital
Texas
$1.93M +$2.05M +97,091 New
PFG
9
Prospect Financial Group
Virginia
$1.85M -$59.5K -2,815 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.61M +$1.56M +74,093 New
EWA
11
Evolution Wealth Advisors
Florida
$1.28M -$17.5K -830 -1%
GP
12
Guardian Partners
Canada
$869K +$879K +41,621 New
Stifel Financial
13
Stifel Financial
Missouri
$840K -$400K -18,942 -33%
Jane Street
14
Jane Street
New York
$728K +$463K +21,900 +188%
BIG
15
Brooklyn Investment Group
New York
$653K +$635K +30,073 New
CMMS
16
Comprehensive Money Management Services
Florida
$642K +$51.3K +2,430 +9%
FTUS
17
Flow Traders U.S.
New York
$630K +$614K +29,048 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$578K -$144K -6,804 -20%
LPL Financial
19
LPL Financial
California
$487K +$50.9K +2,409 +12%
WWA
20
WCG Wealth Advisors
Nevada
$476K -$38.2K -1,810 -8%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$344K -$6.59K -312 -2%
US Bancorp
22
US Bancorp
Minnesota
$114K
IA
23
IFP Advisors
Florida
$88.7K
Bank of America
24
Bank of America
North Carolina
$86.9K +$84.6K +4,005 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$53K -$6.4K -303 -11%

COMB Hedge Fund Activity: Q1 2025 in Review

39 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) for Q1 2025, worth a combined $72.9M — up 38% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COMB positions and 5 closed out — a net gain of 6 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $11.9M. The largest seller was Axiom Financial Strategies, exiting entirely with an estimated $6.44M sold.

  • 39 institutional investors held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $72.9M of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock for Q1 2025, up 38% quarter-over-quarter.
  • 11 funds opened new GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF positions in Q1 2025 and 5 closed out, a net change of +6 holders.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF buyer in Q1 2025 was Beacon Harbor Wealth Advisors, an estimated $11.9M added.
  • The largest GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF seller in Q1 2025 was Axiom Financial Strategies, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2025.