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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

131 hedge funds and large institutions have $270M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $330K | Put options by funds: $93K

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

8% more funds holding

Funds holding: 121131 (+10)

3% less capital invested

Capital invested by funds: $279M → $270M (-$9.24M)

2.5% less ownership

Funds ownership: 52.92%50.43% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
20
Increased
36
Reduced
44
Closed
9
Calls
$330K
Puts
$93K
Net Calls
+$237K
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
BLB&B Advisors
Pennsylvania
$62.1M +$3M +94,108 +5%
OPCM
2
Osborne Partners Capital Management
California
$24.2M +$99K +3,108 +0.4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$46.8K +1,470 +0.2%
DCM
4
Dimension Capital Management
Florida
$16M -$77.3K -2,427 -0.5%
BPWM
5
Badgley Phelps Wealth Managers
Washington
$14.9M +$248K +7,781 +2%
HBT
6
Heartland Bank & Trust
Illinois
$7.7M -$5.9M -185,235 -44%
FA
7
Forefront Analytics
Pennsylvania
$7.19M -$66.1K -2,077 -0.9%
FFA
8
First Foundation Advisors
California
$7.11M -$276K -8,662 -4%
LFA
9
Legend Financial Advisors
Pennsylvania
$6.73M +$36.4K +1,142 +0.5%
C
10
Certuity
Florida
$6.59M -$1.13M -35,458 -15%
Ameriprise
11
Ameriprise
Minnesota
$6.21M +$38K +1,192 +0.6%
APW
12
Acima Private Wealth
Virginia
$5.83M -$635K -19,927 -10%
UW
13
Unique Wealth
Florida
$5.19M +$784K +24,628 +18%
CA
14
CoreCap Advisors
Michigan
$5.11M +$416K +13,049 +9%
WTB
15
Washington Trust Bank
Washington
$4.54M -$1.36M -42,559 -23%
IWMA
16
Ironwood Wealth Management (Arizona)
Arizona
$4.13M +$559K +17,567 +16%
CC
17
Cultivar Capital
Texas
$3.98M +$521K +16,350 +15%
HW
18
Hancock Whitney
Mississippi
$3.88M +$265K +8,333 +7%
BGAI
19
Bruce G. Allen Investments
Colorado
$3.28M +$52.9K +1,660 +2%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.65M -$2.23M -69,928 -46%
Goldman Sachs
21
Goldman Sachs
New York
$2.5M -$436K -13,680 -15%
RFO
22
RiverGlades Family Offices
Florida
$2.47M +$28.7K +900 +1%
ITB
23
Idaho Trust Bank
Idaho
$2.35M -$25.2K -792 -1%
SG
24
Sharper & Granite
California
$2.08M -$158K -4,950 -7%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$1.82M -$428K -13,435 -19%

DJP Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 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 2024, worth a combined $270M — down 3.3% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJP positions and 9 closed out — a net gain of 11 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was BLB&B Advisors, adding an estimated $3M. The largest seller was Heartland Bank & Trust, cutting an estimated $5.9M.

  • 131 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $270M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 20 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2024 was BLB&B Advisors, an estimated $3M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2024 was Heartland Bank & Trust, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2024.