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Neuberger Commodity Strategy ETF

20 hedge funds and large institutions have $199M invested in Neuberger Commodity Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

25% more funds holding

Funds holding: 1620 (+4)

7.8% less ownership

Funds ownership: 107.39%99.59% (-7.8%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less capital invested

Capital invested by funds: $233M → $199M (-$33.9M)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
7
Closed
2
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
$143M -$790K -36,003 -0.5%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$44M -$19.2M -877,015 -29%
Jane Street
3
Jane Street
New York
$5.73M +$2.66M +121,317 +78%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.85M +$1.31M +59,807 +78%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$980K +$840K +38,308 +422%
SMG
6
Smart Money Group
Texas
$657K -$110K -5,015 -14%
FTUS
7
Flow Traders U.S.
New York
$425K +$89.4K +4,077 +25%
Stifel Financial
8
Stifel Financial
Missouri
$361K +$383K +17,458 New
IWM
9
IHT Wealth Management
Illinois
$258K -$2.37K -108 -0.9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$169K -$1.55M -70,794 -90%
UBS Group
11
UBS Group
Switzerland
$44.6K +$46.3K +2,109 +4,394%
IWP
12
IAG Wealth Partners
Wisconsin
$38.6K +$40.9K +1,866 New
Osaic Holdings
13
Osaic Holdings
Arizona
$6.81K -$16.3K -741 -69%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.88K +$2K +91 New
RIL
15
Rothschild Investment LLC
Illinois
$1.22K +$1.29K +59 New
PS
16
Principal Securities
Iowa
$372 +$395 +18 New
IGWM
17
ICA Group Wealth Management
Colorado
$186 +$197 +9 New
IA
18
IFP Advisors
Florida
$124 -$2.63K -120 -95%
TSWM
19
Tyler-Stone Wealth Management
Ohio
$83
RFC
20
Regions Financial Corp
Alabama
$18 +$7K +319 +58%
LPL Financial
21
LPL Financial
California
-$207K -9,244 Closed
GRP
22
Global Retirement Partners
California
-$5.44K -250 Closed

NBCM Hedge Fund Activity: Q4 2023 in Review

20 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Neuberger Commodity Strategy ETF (NBCM) for Q4 2023, worth a combined $199M — down 15% from $233M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NBCM positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $2.66M. The largest seller was Neuberger Berman Group, cutting an estimated $19.2M.

  • 20 institutional investors held Neuberger Commodity Strategy ETF (NBCM) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $199M of Neuberger Commodity Strategy ETF stock for Q4 2023, down 15% quarter-over-quarter.
  • 6 funds opened new Neuberger Commodity Strategy ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest Neuberger Commodity Strategy ETF buyer in Q4 2023 was Jane Street, an estimated $2.66M added.
  • The largest Neuberger Commodity Strategy ETF seller in Q4 2023 was Neuberger Berman Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2023.