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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

128 hedge funds and large institutions have $256M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.71% more ownership

Funds ownership: 48.1%52.81% (+4.7%)

8% less capital invested

Capital invested by funds: $279M → $256M (-$22.9M)

9% less funds holding

Funds holding: 140128 (-12)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
1.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
14
Increased
34
Reduced
47
Closed
19
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$747K +$121K +3,982 +20%
SC
52
Slow Capital
California
$717K -$87.7K -2,896 -11%
JEST
53
JTC Employer Solutions Trustee
Jersey
$698K
B
54
Bailard
California
$684K
MGIA
55
Moneta Group Investment Advisors
Missouri
$680K
BPA
56
Beacon Pointe Advisors
California
$660K -$45K -1,487 -7%
CWM
57
Congress Wealth Management
Massachusetts
$651K -$41.7K -1,377 -6%
BAAM
58
Baker Avenue Asset Management
California
$644K -$3.33K -110 -0.5%
SCA
59
Snowden Capital Advisors
New York
$629K +$254K +8,400 +71%
TPWM
60
Twelve Points Wealth Management
Massachusetts
$628K +$20.5K +677 +3%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$604K +$588K +19,410 New
Vontobel Holding
62
Vontobel Holding
Switzerland
$585K
HighTower Advisors
63
HighTower Advisors
Illinois
$568K -$39.3K -1,299 -7%
PIMG
64
Patriot Investment Management Group
Tennessee
$546K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$512K
OWM
66
OneAscent Wealth Management
Alabama
$500K -$27.4K -905 -5%
LPL Financial
67
LPL Financial
California
$482K -$3.19M -105,252 -87%
EWA
68
EP Wealth Advisors
California
$446K -$54.1K -1,785 -11%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$432K -$17.4K -573 -4%
Empower Advisory Group
70
Empower Advisory Group
Colorado
$410K -$2.79K -92 -0.7%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$376K +$104K +3,446 +40%
P
72
Pitcairn
Pennsylvania
$370K
BSB
73
Bangor Savings Bank
Maine
$368K +$99.9K +3,300 +39%
MCM
74
MontVue Capital Management
Virginia
$361K +$20.6K +679 +6%
Citadel Advisors
75
Citadel Advisors
Florida
$356K +$346K +11,439 New

DJP Hedge Fund Activity: Q1 2024 in Review

128 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) for Q1 2024, worth a combined $256M — down 8.2% from $279M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DJP and 14 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 34 added.

The largest buyer was BLB&B Advisors, adding an estimated $6.53M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.

  • 128 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q1 2024, down from 140 in Q4 2023.
  • Funds reported $256M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q1 2024, down 8.2% quarter-over-quarter.
  • 14 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q1 2024 and 19 closed out, a net change of -5 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q1 2024 was BLB&B Advisors, an estimated $6.53M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.