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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

147 hedge funds and large institutions have $451M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

534% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $287K

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 129147 (+18)

12% more capital invested

Capital invested by funds: $403M → $451M (+$47.7M)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

2.63% less ownership

Funds ownership: 46.97%44.34% (-2.6%)

Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
39
Reduced
37
Closed
12
Calls
$1.82M
Puts
$287K
Net Calls
+$1.53M
Net Calls Change
+$785K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$81.1M +$6.49M +221,362 +9%
PCA
2
Personal Capital Advisors
California
$48.3M +$2.72M +92,674 +6%
State Street
3
State Street
Massachusetts
$27.3M -$1.02M -34,626 -4%
DCM
4
Dimension Capital Management
Florida
$23.4M +$138K +4,699 +0.6%
OPCM
5
Osborne Partners Capital Management
California
$22M +$1.32M +45,007 +6%
JCM
6
Janney Capital Management
Pennsylvania
$19M -$546K -18,624 -3%
BBA
7
BLB&B Advisors
Pennsylvania
$18.3M +$3.15M +107,515 +20%
LPL Financial
8
LPL Financial
California
$18.2M +$15.3M +522,278 +467%
BPWM
9
Badgley Phelps Wealth Managers
Washington
$17M +$1.89M +64,489 +12%
FFA
10
First Foundation Advisors
California
$11M +$890K +30,344 +9%
CWM
11
Congress Wealth Management
Massachusetts
$9.87M +$10.1M +344,058 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.17M -$210K -7,153 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.26M +$702K +23,956 +10%
UBS Group
14
UBS Group
Switzerland
$5.92M +$5.16M +176,066 +585%
AA
15
Atmos Advisory
Pennsylvania
$5.73M +$5.86M +199,767 New
EWA
16
EP Wealth Advisors
California
$5.71M +$4.75M +161,921 +438%
ASI
17
Advisory Services & Investments
Oregon
$5.39M -$80.1K -2,733 -1%
MWM
18
MorganRosel Wealth Management
Colorado
$5.16M +$5.27M +179,744 New
Ameriprise
19
Ameriprise
Minnesota
$4.95M -$18.6M -633,508 -79%
US Bancorp
20
US Bancorp
Minnesota
$4.19M -$108K -3,669 -2%
APW
21
Acima Private Wealth
Virginia
$4.12M +$195K +6,644 +5%
MWPCG
22
Measured Wealth Private Client Group
New Hampshire
$3.37M -$692K -23,598 -17%
FA
23
Forefront Analytics
Pennsylvania
$3.25M -$3.67M -125,301 -52%
ACA
24
Ackerman Capital Advisors
Texas
$3.22M +$3.29M +112,204 New
AWM
25
Aprio Wealth Management
Georgia
$3.11M +$452K +15,402 +17%

DJP Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 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 2021, worth a combined $451M — up 12% from $403M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DJP positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.3M. The largest seller was Ameriprise, cutting an estimated $18.6M.

  • 147 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $451M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2021, up 12% quarter-over-quarter.
  • 32 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2021 and 12 closed out, a net change of +20 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2021 was LPL Financial, an estimated $15.3M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2021 was Ameriprise, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2021.