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Neuberger Commodity Strategy ETF

16 hedge funds and large institutions have $223M invested in Neuberger Commodity Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $199M → $223M (+$24.4M)

18.19% less ownership

Funds ownership: 99.59%81.39% (-18%)

20% less funds holding

Funds holding: 2016 (-4)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
5
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
$154M +$4.22M +202,547 +3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$65.4M +$18.7M +898,758 +42%
IWP
3
IAG Wealth Partners
Wisconsin
$1.61M +$1.51M +72,569 +3,889%
Jane Street
4
Jane Street
New York
$753K -$5.05M -242,418 -87%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$405K -$2.45M -117,578 -86%
Stifel Financial
6
Stifel Financial
Missouri
$375K -$2.54K -122 -0.7%
IWM
7
IHT Wealth Management
Illinois
$249K -$20.3K -974 -8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$125K -$50.2K -2,408 -29%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.77K
UBS Group
10
UBS Group
Switzerland
$2.79K -$42.3K -2,028 -94%
RIL
11
Rothschild Investment LLC
Illinois
$1.28K
IGWM
12
ICA Group Wealth Management
Colorado
$195
IA
13
IFP Advisors
Florida
$130
TSWM
14
Tyler-Stone Wealth Management
Ohio
$86
Morgan Stanley
15
Morgan Stanley
New York
$26 +$21 +1 New
RFC
16
Regions Financial Corp
Alabama
$22 +$3.04K +146 +17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$980K -47,389 Closed
SMG
18
Smart Money Group
Texas
-$657K -31,798 Closed
FTUS
19
Flow Traders U.S.
New York
-$425K -20,577 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
-$1.88K -91 Closed
PS
21
Principal Securities
Iowa
-$372 -18 Closed

NBCM Hedge Fund Activity: Q1 2024 in Review

16 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Neuberger Commodity Strategy ETF (NBCM) for Q1 2024, worth a combined $223M — up 12% from $199M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NBCM and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Neuberger Berman Group, adding an estimated $18.7M. The largest seller was Jane Street, cutting an estimated $5.05M.

  • 16 institutional investors held Neuberger Commodity Strategy ETF (NBCM) as of Q1 2024, down from 20 in Q4 2023.
  • Funds reported $223M of Neuberger Commodity Strategy ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 1 fund opened new Neuberger Commodity Strategy ETF positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest Neuberger Commodity Strategy ETF buyer in Q1 2024 was Neuberger Berman Group, an estimated $18.7M added.
  • The largest Neuberger Commodity Strategy ETF seller in Q1 2024 was Jane Street, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2024.