iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
140 hedge funds and large institutions have $261M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 13 closing their positions.
0.45% more ownership
Funds ownership: 45.25% → 45.7% (+0.45%)
1% less funds holding
Funds holding: 142 → 140 (-2)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less capital invested
Capital invested by funds: $350M → $261M (-$89.2M)
49% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
+$2.82M |
| 2 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$401K |
| 3 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$360K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$322K |
| 5 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$13.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.77M |
| 3 |
Jane Street
New York
|
-$7.47M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$6.23M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.14M |
DJP Hedge Fund Activity: Q2 2023 in Review
140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) for Q2 2023, worth a combined $261M — down 25% from $350M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DJP and 11 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 27 added.
The largest buyer was BLB&B Advisors, adding an estimated $2.82M. The largest seller was EP Wealth Advisors, cutting an estimated $13.4M.
- 140 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q2 2023, down from 142 in Q1 2023.
- Funds reported $261M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q2 2023, down 25% quarter-over-quarter.
- 11 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q2 2023 and 13 closed out, a net change of -2 holders.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q2 2023 was BLB&B Advisors, an estimated $2.82M added.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q2 2023 was EP Wealth Advisors, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2023.