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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

140 hedge funds and large institutions have $279M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 136140 (+4)

0.45% more ownership

Funds ownership: 47.65%48.1% (+0.45%)

7% less capital invested

Capital invested by funds: $298M → $279M (-$19.4M)

40% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 50

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
19
Increased
30
Reduced
50
Closed
14
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
126
Coppell Advisory Solutions
Texas
$3.04K
SWM
127
Sugarloaf Wealth Management
Georgia
$2.73K
GIA
128
GHP Investment Advisors
Colorado
$2.61K
SAG
129
Spotlight Asset Group
Illinois
$2.06K
ADL
130
Asset Dedication LLC
California
$2K
CWP
131
Concord Wealth Partners
Virginia
$1.67K -$2.01K -64 -54%
JFA
132
JNBA Financial Advisors
Minnesota
$1.46K
DF
133
Dunhill Financial
United Kingdom
$1.38K +$7.26K +231 New
SWA
134
SOA Wealth Advisors
New York
$1.37K
VF
135
VitalStone Financial
Texas
$1K +$597 +19 New
AWM
136
Avior Wealth Management
Nebraska
$607
Bank of America
137
Bank of America
North Carolina
$553
PS
138
Principal Securities
Iowa
$547 +$566 +18 New
IA
139
IFP Advisors
Florida
$486
LFG
140
Larson Financial Group
Missouri
$182
BMC
141
Bear Mountain Capital
Washington
$180 +$189 +6 New
HNB
142
Huntington National Bank
Ohio
$30
State Street
143
State Street
Massachusetts
-$6.98M -217,057 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$2.53M -80,426 Closed
MWM
145
Merriman Wealth Management
Washington
-$2.13M -66,179 Closed
CPIG
146
Chicago Partners Investment Group
Illinois
-$1.29M -39,861 Closed
PCMC
147
Paragon Capital Management (Colorado)
Colorado
-$344K -10,691 Closed
JCM
148
Janney Capital Management
Pennsylvania
-$340K -10,570 Closed
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
-$318K -9,885 Closed
VCP
150
Verus Capital Partners
Arizona
-$300K -9,333 Closed

DJP Hedge Fund Activity: Q4 2023 in Review

140 of the 6,859 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 2023, worth a combined $279M — down 6.5% from $298M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DJP positions and 14 closed out — a net gain of 5 holders — while 30 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.9M. The largest seller was Jane Street, cutting an estimated $24.4M.

  • 140 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $279M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2023, down 6.5% quarter-over-quarter.
  • 19 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2023 and 14 closed out, a net change of +5 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2023 was Morgan Stanley, an estimated $12.9M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2023 was Jane Street, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2023.