USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
58 hedge funds and large institutions have $108M invested in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 6 reducing their positions, and 4 closing their positions.
483% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 6
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $89.4M → $108M (+$18.2M)
14% more funds holding
Funds holding: 51 → 58 (+7)
1.76% more ownership
Funds ownership: 37.12% → 38.88% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.91M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.16M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$2.42M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.36M |
| 5 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BKM Wealth Management
Brookfield,
Wisconsin
|
-$975K |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$757K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$321K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$152K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$68.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $48.2K | +$21.8K | +948 | +76% |
|
|
BTI
52
Blue Trust Inc
Alpharetta,
Georgia
| $47.8K | +$49.8K | +2,169 | New |
|
|
SAG
53
SageView Advisory Group
Newport Beach,
California
| $39.9K | +$41.6K | +1,810 | New |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $22K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $8.26K | +$8.59K | +374 | +37,400% |
|
56
JP Morgan Chase
New York
| $6.92K | – | – | – |
|
|
CA
57
Clearstead Advisors
Cleveland,
Ohio
| $6.5K | +$6.77K | +295 | New |
|
|
EWM
58
Evolution Wealth Management
Fort Myers,
Florida
| $4.71K | +$4.91K | +214 | New |
|
|
CGH
59
Crossmark Global Holdings
Houston,
Texas
| – | -$757K | -32,928 | Closed |
|
|
FTUS
60
Flow Traders U.S.
New York
| – | -$321K | -13,976 | Closed |
|
|
AAS
61
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.29K | -56 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | -$550 | -24 | Closed |
|
SDCI Hedge Fund Activity: Q4 2025 in Review
58 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) for Q4 2025, worth a combined $108M — up 20% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SDCI positions and 4 closed out — a net gain of 9 holders — while 35 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $6.91M. The largest seller was BKM Wealth Management, cutting an estimated $975K.
- 58 institutional investors held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) as of Q4 2025, up from 51 in Q3 2025.
- Funds reported $108M of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock for Q4 2025, up 20% quarter-over-quarter.
- 13 funds opened new USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund positions in Q4 2025 and 4 closed out, a net change of +9 holders.
- The largest USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund buyer in Q4 2025 was Raymond James Financial, an estimated $6.91M added.
- The largest USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund seller in Q4 2025 was BKM Wealth Management, an estimated $975K sold.
Based on aggregated 13F filings for Q4 2025.