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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

144 hedge funds and large institutions have $775M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $704M → $775M (+$71.1M)

0.85% more ownership

Funds ownership: 56.58%57.43% (+0.85%)

4% less funds holding

Funds holding: 150144 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

27% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 64

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $203K

Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
3.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
16
Increased
47
Reduced
64
Closed
20
Calls
Puts
$203K
Net Calls
-$203K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$226M +$9.77M +338,694 +5%
AssetMark Inc
2
AssetMark Inc
California
$65.2M +$64.7M +2,244,295 New
US Bancorp
3
US Bancorp
Minnesota
$50.6M -$4.03M -139,753 -7%
Ameriprise
4
Ameriprise
Minnesota
$36.6M +$22.6M +783,307 +165%
W
5
Wealthfront
California
$30.9M -$19.3M -670,320 -39%
JP Morgan Chase
6
JP Morgan Chase
New York
$26.9M +$521K +18,064 +2%
MAM
7
Mizuho Asset Management
Japan
$23.6M +$6.64M +230,092 +40%
PAG
8
Pinnacle Advisory Group
Maryland
$19M -$837K -29,003 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.5M +$313K +10,855 +2%
BCI
10
Brinker Capital Investments
Pennsylvania
$14.3M +$952K +32,997 +7%
FA
11
FDx Advisors
Illinois
$13.9M +$1.55M +53,873 +13%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$13.5M -$3.66M -126,998 -22%
DWM
13
Destination Wealth Management
California
$13.2M +$13.1M +455,583 New
AIP
14
Ameritas Investment Partners
Nebraska
$10.6M -$1.16M -40,200 -10%
MCM
15
Makena Capital Management
California
$9.14M +$97.5K +3,381 +1%
BlackRock
16
BlackRock
New York
$9.14M +$9.07M +314,619 New
MG
17
McCutchen Group
Washington
$8.66M +$2.09M +72,508 +32%
UBS AM
18
UBS AM
Illinois
$8.31M +$737K +25,564 +10%
SCM
19
Stonehearth Capital Management
Massachusetts
$7.88M +$227K +7,877 +3%
BSB
20
Bangor Savings Bank
Maine
$7.72M +$322K +11,157 +4%
CB
21
Commerce Bank
Missouri
$7.24M -$1.39M -48,134 -16%
WPW
22
Waldron Private Wealth
Pennsylvania
$7.23M -$1.32M -45,720 -16%
SG Americas Securities
23
SG Americas Securities
New York
$7.12M
BSWM
24
Boston Standard Wealth Management
Massachusetts
$6.65M +$638K +22,135 +10%
Franklin Resources
25
Franklin Resources
California
$6.46M

DJP Hedge Fund Activity: Q2 2015 in Review

144 of the 3,712 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 2015, worth a combined $775M — up 10% from $704M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DJP and 16 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 47 added.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $64.7M. The largest seller was Wealthfront, cutting an estimated $19.3M.

  • 144 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q2 2015, down from 150 in Q1 2015.
  • Funds reported $775M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q2 2015, up 10% quarter-over-quarter.
  • 16 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q2 2015 and 20 closed out, a net change of -4 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q2 2015 was AssetMark Inc, an estimated $64.7M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q2 2015 was Wealthfront, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2015.