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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

132 hedge funds and large institutions have $284M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $256M → $284M (+$27.8M)

3% more funds holding

Funds holding: 128132 (+4)

3.1% less ownership

Funds ownership: 52.81%49.72% (-3.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
34
Reduced
41
Closed
10
Calls
$430K
Puts
Net Calls
+$430K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
P
76
Pitcairn
Pennsylvania
$382K
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$367K +$1.16M +35,567 New
CCM
78
Coldstream Capital Management
Washington
$355K
FHA
79
First Horizon Advisors
Tennessee
$355K -$11.6K -356 -3%
ACI
80
Alpha Cubed Investments
California
$352K +$138K +4,238 +63%
Corient Private Wealth
81
Corient Private Wealth
Florida
$334K +$13K +400 +4%
NRI
82
NFP Retirement Inc
California
$333K +$338K +10,384 New
US Bancorp
83
US Bancorp
Minnesota
$333K -$12.6K -387 -4%
Barclays
84
Barclays
United Kingdom
$327K
Brown Advisory
85
Brown Advisory
Maryland
$326K
BJL
86
Brighton Jones LLC
Washington
$283K +$287K +8,817 New
PP
87
PDS Planning
Ohio
$259K
BSWM
88
Boston Standard Wealth Management
Massachusetts
$232K
PFM
89
Phillips Financial Management
Indiana
$231K
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$226K +$78.6K +2,411 +52%
TCPG
91
Trivant Custom Portfolio Group
California
$224K
AR
92
Apeiron RIA
Texas
$221K +$224K +6,888 New
Bessemer Group
93
Bessemer Group
New Jersey
$219K
CPA
94
Cardiff Park Advisors
California
$208K
CFO
95
Colony Family Offices
North Carolina
$207K
CIR
96
Clear Investment Research
Georgia
$165K -$4.92K -151 -3%
Simplex Trading
97
Simplex Trading
Illinois
$133K -$22.8K -699 -14%
Osaic Holdings
98
Osaic Holdings
Arizona
$131K -$16.6K -508 -11%
UB
99
UMB Bank
Missouri
$110K
BONH
100
Bank of New Hampshire
New Hampshire
$93K

DJP Hedge Fund Activity: Q2 2024 in Review

132 of the 6,924 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 2024, worth a combined $284M — up 11% from $256M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DJP positions and 10 closed out — a net gain of 5 holders — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Badgley Phelps Wealth Managers, opening a new position worth an estimated $14.6M. The largest seller was Washington Trust Bank, cutting an estimated $3.13M.

  • 132 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q2 2024, up from 128 in Q1 2024.
  • Funds reported $284M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q2 2024, up 11% quarter-over-quarter.
  • 15 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q2 2024 and 10 closed out, a net change of +5 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q2 2024 was Badgley Phelps Wealth Managers, an estimated $14.6M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q2 2024 was Washington Trust Bank, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2024.