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Neuberger Commodity Strategy ETF

12 hedge funds and large institutions have $157M invested in Neuberger Commodity Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.14% less ownership

Funds ownership: 87.47%83.33% (-4.1%)

24% less capital invested

Capital invested by funds: $208M → $157M (-$50.6M)

33% less funds holding

Funds holding: 1812 (-6)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
12
Holders Change
-6
Holders Change %
-33.33%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
8
Closed
6
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
$81.4M -$32.6M -1,500,738 -28%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$71.3M -$8.55M -393,562 -10%
IWP
3
IAG Wealth Partners
Wisconsin
$2.42M +$359K +16,523 +17%
Jane Street
4
Jane Street
New York
$612K -$22.4K -1,031 -3%
Stifel Financial
5
Stifel Financial
Missouri
$577K +$9.45K +435 +2%
LPL Financial
6
LPL Financial
California
$353K -$146K -6,702 -28%
FTUS
7
Flow Traders U.S.
New York
$242K -$26.6K -1,223 -10%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$161K -$2.91K -134 -2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$32K -$43 -2 -0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.07K -$5.98K -275 -84%
IA
11
IFP Advisors
Florida
$126
RFC
12
Regions Financial Corp
Alabama
$10
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$562K -25,634 Closed
CAM
14
Cresset Asset Management
Illinois
-$554K -25,276 Closed
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
-$514K -23,400 Closed
IWM
16
IHT Wealth Management
Illinois
-$249K -11,384 Closed
UBS Group
17
UBS Group
Switzerland
-$15.5K -708 Closed
Morgan Stanley
18
Morgan Stanley
New York
-$7.01K -320 Closed

NBCM Hedge Fund Activity: Q4 2024 in Review

12 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Neuberger Commodity Strategy ETF (NBCM) for Q4 2024, worth a combined $157M — down 24% from $208M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NBCM and 0 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was IAG Wealth Partners, adding an estimated $359K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $32.6M.

  • 12 institutional investors held Neuberger Commodity Strategy ETF (NBCM) as of Q4 2024, down from 18 in Q3 2024.
  • Funds reported $157M of Neuberger Commodity Strategy ETF stock for Q4 2024, down 24% quarter-over-quarter.
  • 0 funds opened new Neuberger Commodity Strategy ETF positions in Q4 2024 and 6 closed out, a net change of -6 holders.
  • The largest Neuberger Commodity Strategy ETF buyer in Q4 2024 was IAG Wealth Partners, an estimated $359K added.
  • The largest Neuberger Commodity Strategy ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2024.