iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
142 hedge funds and large institutions have $350M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 20 closing their positions.
125% more call options, than puts
Call options by funds: $227K | Put options by funds: $101K
9% more capital invested
Capital invested by funds: $321M → $350M (+$28.6M)
4.41% more ownership
Funds ownership: 40.84% → 45.25% (+4.4%)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
1% less funds holding
Funds holding: 144 → 142 (-2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
27% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.3M |
| 2 |
Jane Street
New York
|
+$14.7M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$13.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.29M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$14.4M |
| 2 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$12.4M |
| 3 |
Morgan Stanley
New York
|
-$3.04M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.94M |
| 5 |
CFO
Colony Family Offices
Charlotte,
North Carolina
|
-$2.76M |
DJP Hedge Fund Activity: Q1 2023 in Review
142 of the 6,275 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 2023, worth a combined $350M — up 8.9% from $321M a quarter earlier.
Fund positioning in DJP was balanced in Q1 2023: 20 funds opened new positions, 20 closed out, 35 added to existing stakes and 48 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $21.3M. The largest seller was Congress Wealth Management, cutting an estimated $14.4M.
- 142 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q1 2023, down from 144 in Q4 2022.
- Funds reported $350M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q1 2023, up 8.9% quarter-over-quarter.
- 20 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q1 2023 and 20 closed out, a net change of 0 holders.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $21.3M added.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q1 2023 was Congress Wealth Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2023.