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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
35
Reduced
48
Closed
20
Calls
$227K
Puts
$101K
Net Calls
+$126K
Net Calls Change
-$204K

Top Buyers

1
EWA
EP Wealth Advisors
California
+$42.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.9M
3
Jane Street
Jane Street
New York
+$14.5M
4
LPL Financial
LPL Financial
California
+$2.26M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.96M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
-$14.2M
2
BPWM
Badgley Phelps Wealth Managers
Washington
-$12.4M
3
Morgan Stanley
Morgan Stanley
New York
-$3M
4
State Street
State Street
Massachusetts
-$2.9M
5
ICG
InterOcean Capital Group
Tennessee
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
Cape Investment Advisory
Georgia
$4.36K +$4.36K +138 New
IRC
127
Investors Research Corp
Georgia
$3.98K – – –
BAM
128
Belpointe Asset Management
Nevada
$3.54K – – –
WT
129
Whittier Trust
California
$3.47K – – –
TAM
130
Tucker Asset Management
Colorado
$3.41K +$3.41K +108 New
SWM
131
Sugarloaf Wealth Management
Georgia
$2.84K – – –
GIA
132
GHP Investment Advisors
Colorado
$2.72K – – –
SWM
133
Spire Wealth Management
Virginia
$2.37K -$2.37K -75 -50%
CA
134
Crewe Advisors
Utah
$2.02K – – –
ADL
135
Asset Dedication LLC
California
$2K – – –
GWS
136
Glassman Wealth Services
Virginia
$1.83K +$1.83K +58 New
JFA
137
JNBA Financial Advisors
Minnesota
$1.52K – – –
SWA
138
SOA Wealth Advisors
New York
$1.42K – – –
Bank of America
139
Bank of America
North Carolina
$733 -$614 – –
AWM
140
Avior Wealth Management
Nebraska
$631 -$694 -22 -52%
IA
141
IFP Advisors
Florida
$405 – – –
LFG
142
Larson Financial Group
Missouri
$379 – – –
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$214 -$25 -792 -10%
HNB
144
Huntington National Bank
Ohio
$32 -$34 – –
BPWM
145
Badgley Phelps Wealth Managers
Washington
– -$12.4M -367,526 Closed
ICG
146
InterOcean Capital Group
Tennessee
– -$2.74M -81,297 Closed
AR
147
Apeiron RIA
Texas
– -$1.72M -51,059 Closed
WCM
148
Windham Capital Management
Massachusetts
– -$672K -19,920 Closed
AAS
149
Avantax Advisory Services
Texas
– -$550K -16,302 Closed
CRC
150
Curi RMB Capital
Illinois
– -$438K -12,985 Closed
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