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Neuberger Commodity Strategy ETF

16 hedge funds and large institutions have $231M invested in Neuberger Commodity Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 816 (+8)

5.86% less ownership

Funds ownership: 118.19%112.33% (-5.9%)

9% less capital invested

Capital invested by funds: $255M → $231M (-$23.8M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
16
Holders Change
+8
Holders Change %
+100%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
1
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$150M -$11.3M -522,171 -7%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$74.3M -$5.58M -258,106 -7%
Jane Street
3
Jane Street
New York
$2.49M +$2.53M +117,112 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.75M +$117K +5,394 +7%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$841K +$822K +38,069 New
OMC
6
Old Mission Capital
Illinois
$518K +$526K +24,331 New
FTUS
7
Flow Traders U.S.
New York
$452K +$458K +21,218 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$273K +$277K +12,822 New
IWM
9
IHT Wealth Management
Illinois
$268K
LPL Financial
10
LPL Financial
California
$236K -$79.7K -3,689 -25%
UBS Group
11
UBS Group
Switzerland
$42.5K +$43.1K +1,995 New
Morgan Stanley
12
Morgan Stanley
New York
$14K +$14.2K +659 New
Osaic Holdings
13
Osaic Holdings
Arizona
$11.9K -$14.6K -677 -55%
GRP
14
Global Retirement Partners
California
$11.3K -$1.55K -72 -12%
IA
15
IFP Advisors
Florida
$11K -$64.3K -2,976 -85%
TSWM
16
Tyler-Stone Wealth Management
Ohio
+$86 +4 New

NBCM Hedge Fund Activity: Q2 2023 in Review

16 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Neuberger Commodity Strategy ETF (NBCM) for Q2 2023, worth a combined $231M — down 9.3% from $255M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NBCM positions and 0 closed out — a net gain of 8 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.53M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.3M.

  • 16 institutional investors held Neuberger Commodity Strategy ETF (NBCM) as of Q2 2023, up from 8 in Q1 2023.
  • Funds reported $231M of Neuberger Commodity Strategy ETF stock for Q2 2023, down 9.3% quarter-over-quarter.
  • 8 funds opened new Neuberger Commodity Strategy ETF positions in Q2 2023 and 0 closed out, a net change of +8 holders.
  • The largest Neuberger Commodity Strategy ETF buyer in Q2 2023 was Jane Street, an estimated $2.53M added.
  • The largest Neuberger Commodity Strategy ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2023.