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First Trust Global Tactical Commodity Strategy Fund

161 hedge funds and large institutions have $1.16B invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 76 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 9

533% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 12

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

99% more capital invested

Capital invested by funds: $581M → $1.16B (+$576M)

52% more funds holding

Funds holding: 106161 (+55)

0.06% more ownership

Funds ownership: 70.75%70.82% (+0.06%)

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

Holders
161
Holders Change
+55
Holders Change %
+51.89%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
66
Increased
76
Reduced
12
Closed
9
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$289M +$133M +5,842,195 +92%
Wells Fargo
2
Wells Fargo
California
$171M +$38.6M +1,696,023 +31%
UBS Group
3
UBS Group
Switzerland
$93.1M +$32.8M +1,444,518 +58%
LPL Financial
4
LPL Financial
California
$81.6M +$37.2M +1,636,745 +90%
AP
5
Atwood & Palmer
Missouri
$55.8M +$26.1M +1,147,793 +95%
Stifel Financial
6
Stifel Financial
Missouri
$34.4M +$14.9M +656,649 +82%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28.7M +$14.1M +620,791 +105%
RJA
8
Raymond James & Associates
Florida
$18.5M +$7.14M +314,098 +67%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.2M +$11.6M +511,846 +198%
BFA
10
Beaumont Financial Advisors
Massachusetts
$14.9M +$3.43M +150,736 +31%
IA
11
IFP Advisors
Florida
$14.1M +$8.37M +368,234 +161%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.5M +$600K +26,402 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13.5M +$7.08M +311,180 +121%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.1M +$4.56M +200,538 +65%
CCM
15
Coldstream Capital Management
Washington
$11.7M +$11.3M +496,550 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$11.1M +$4.57M +200,881 +75%
JP Morgan Chase
17
JP Morgan Chase
New York
$11M +$10.6M +466,658 New
LFAS
18
Level Four Advisory Services
Texas
$10.9M +$10.5M +463,015 New
CAG
19
Csenge Advisory Group
Florida
$8.86M +$1.87M +82,192 +28%
GIA
20
Gladstone Institutional Advisory
Florida
$8.29M +$7.97M +350,558 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.27M +$4.07M +178,767 +139%
KAS
22
Kestra Advisory Services
Texas
$6.84M +$3.81M +167,392 +137%
VAG
23
VisionPoint Advisory Group
Texas
$6.78M +$2.91M +127,764 +80%
CS
24
Comerica Securities
Michigan
$6.5M +$2.04M +89,792 +48%
KCM
25
Karp Capital Management
California
$6.48M +$786K +34,552 +14%

FTGC Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2021, worth a combined $1.16B — up 99% from $581M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FTGC positions and 9 closed out — a net gain of 57 holders — while 76 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.07M sold.

  • 161 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2021, up from 106 in Q1 2021.
  • Funds reported $1.16B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2021, up 99% quarter-over-quarter.
  • 66 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2021 and 9 closed out, a net change of +57 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2021 was Morgan Stanley, an estimated $133M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2021 was Susquehanna International Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2021.