iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
144 hedge funds and large institutions have $321M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 18 closing their positions.
264% more call options, than puts
Call options by funds: $455K | Put options by funds: $125K
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
0% more funds holding
Funds holding: 144 → 144 (0)
7.31% less ownership
Funds ownership: 48.15% → 40.84% (-7.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 46
20% less capital invested
Capital invested by funds: $402M → $321M (-$81.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$18M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$11.8M |
| 3 |
HBT
Heartland Bank & Trust
Bloomington,
Illinois
|
+$6.18M |
| 4 |
Morgan Stanley
New York
|
+$3.1M |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$98.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$7.06M |
| 3 |
Barclays
London,
United Kingdom
|
-$5.76M |
| 4 |
AA
Atmos Advisory
Pittsburgh,
Pennsylvania
|
-$5.39M |
| 5 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$4.72M |
DJP Hedge Fund Activity: Q4 2022 in Review
144 of the 6,221 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 2022, worth a combined $321M — down 20% from $402M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DJP positions and 18 closed out — a net gain of 3 holders — while 39 added to existing stakes and 46 trimmed.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $18M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $98.1M.
- 144 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $321M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2022, down 20% quarter-over-quarter.
- 21 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2022 and 18 closed out, a net change of +3 holders.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $18M added.
- The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $98.1M sold.
Based on aggregated 13F filings for Q4 2022.