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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

139 hedge funds and large institutions have $292M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $238M → $292M (+$53.4M)

7% more funds holding

Funds holding: 130139 (+9)

6.65% more ownership

Funds ownership: 39.78%46.43% (+6.6%)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
37
Reduced
49
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
76
Clifford Swan Investment Counsel
California
$331K
AWM
77
AllSquare Wealth Management
New York
$312K -$15.3K -691 -5%
KL
78
KWMG LLC
Kansas
$302K +$34K +1,531 +13%
EK
79
Evensky & Katz
Florida
$266K -$1.13K -51 -0.4%
ACP
80
Aveo Capital Partners
Colorado
$249K -$12K -538 -5%
BSAM
81
Blue Sky Asset Management
Colorado
$249K +$242K +10,881 New
FHA
82
First Horizon Advisors
Tennessee
$247K -$8.42K -379 -3%
Creative Planning
83
Creative Planning
Kansas
$216K -$57.5K -2,587 -21%
FA
84
FDx Advisors
Illinois
$210K +$204K +9,174 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$207K -$51.7K -2,327 -20%
RT
86
Rockland Trust
Massachusetts
$203K -$9.6K -432 -5%
MA
87
MUFG Americas
New York
$169K -$8.6K -387 -5%
William Blair & Company
88
William Blair & Company
Illinois
$158K +$153K +6,905 New
CIR
89
Clear Investment Research
Georgia
$152K +$489 +22 +0.3%
PB
90
Pinnacle Bancorp
Nebraska
$145K -$12.3K -553 -8%
GFPC
91
Global Financial Private Capital
Florida
$141K -$52.2K -2,351 -28%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$109K
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$89K +$3.75K +169 +4%
LFG
94
Larson Financial Group
Missouri
$69K -$15.4K -695 -19%
OPS
95
Orion Portfolio Solutions
Nebraska
$61K +$59.2K +2,664 New
FIB
96
First Interstate Bank
Montana
$56K -$9.53K -429 -15%
SPIA
97
Steward Partners Investment Advisory
New York
$53K
AF
98
Allworth Financial
California
$50K +$43K +1,935 +744%
TRCT
99
Tower Research Capital (TRC)
New York
$48K +$44.6K +2,008 +2,183%
EW
100
Evoke Wealth
California
$45.4K +$66.6K +3,000 New

DJP Hedge Fund Activity: Q4 2019 in Review

139 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) for Q4 2019, worth a combined $292M — up 22% from $238M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DJP positions and 15 closed out — a net gain of 10 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was Barclays, exiting entirely with an estimated $3.81M sold.

  • 139 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2019, up from 130 in Q3 2019.
  • Funds reported $292M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2019, up 22% quarter-over-quarter.
  • 25 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2019 was Ameriprise, an estimated $26.3M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2019 was Barclays, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2019.