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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI

51 hedge funds and large institutions have $89.4M invested in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

40% more capital invested

Capital invested by funds: $63.7M → $89.4M (+$25.6M)

38% more funds holding

Funds holding: 37 → 51 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18.13% less ownership

Funds ownership: 55.25% → 37.12% (-18%)

Holders
51
Holders Change
+14
Holders Change %
+37.84%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
19
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
BKM Wealth Management
Wisconsin
+$5.05M
2
EAM
Empirical Asset Management
Massachusetts
+$3.59M
3
PFM
Peak Financial Management
Massachusetts
+$2.5M
4
FFN
Focus Financial Network
Minnesota
+$2.01M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.32M
2
WCP
Wick Capital Partners
Pennsylvania
-$764K
3
SAS
SMI Advisory Services
Indiana
-$492K
4
BCI
Brinker Capital Investments
Pennsylvania
-$438K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$18.7M -$492K -22,048 -3%
BCI
2
Brinker Capital Investments
Pennsylvania
$8.65M -$438K -19,613 -5%
PFM
3
Peak Financial Management
Massachusetts
$7.97M +$2.5M +112,219 +48%
MWM
4
Maltin Wealth Management
New Jersey
$7.04M +$147K +6,610 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.5M +$362K +16,208 +7%
BWM
6
BKM Wealth Management
Wisconsin
$5.21M +$5.05M +226,404 New
NWM
7
Napa Wealth Management
California
$4.06M +$530K +23,772 +16%
EAM
8
Empirical Asset Management
Massachusetts
$3.7M +$3.59M +160,810 New
P
9
&Partners
Tennessee
$2.69M -$13.9K -621 -0.5%
AFG
10
ABLE Financial Group
Arizona
$2.23M +$35.8K +1,603 +2%
CIM
11
Cambria Investment Management
California
$2.12M +$22 +1 +0%
FFN
12
Focus Financial Network
Minnesota
$2.08M +$2.01M +90,275 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.03M +$1.97M +88,404 New
MPPLM
14
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.63M +$1.58M +70,692 New
AWM
15
Apollon Wealth Management
South Carolina
$1.34M -$29K -1,301 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.24M +$1.2M +53,786 New
MC
17
Moors & Cabot
Massachusetts
$1.14M +$24.2K +1,087 +2%
LPL Financial
18
LPL Financial
California
$882K +$605K +27,109 +242%
PS
19
Principal Securities
Iowa
$861K +$28.2K +1,265 +3%
ATPW
20
Ashton Thomas Private Wealth
Arizona
$847K +$319K +14,295 +63%
PFS
21
Prospera Financial Services
Texas
$787K +$62.4K +2,797 +9%
CGH
22
Crossmark Global Holdings
Texas
$757K -$1.25K -56 -0.2%
WCP
23
Wick Capital Partners
Pennsylvania
$690K -$764K -34,245 -53%
SFG
24
Sovereign Financial Group
Connecticut
$577K +$559K +25,081 New
ASN
25
Advisory Services Network
Georgia
$545K -$647 -29 -0.1%
1
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SDCI Hedge Fund Activity: Q3 2025 in Review

51 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) for Q3 2025, worth a combined $89.4M — up 40% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SDCI positions and 6 closed out — a net gain of 15 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was BKM Wealth Management, opening a new position worth an estimated $5.05M. The largest seller was Jane Street, exiting entirely with an estimated $1.32M sold.

  • 51 institutional investors held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $89.4M of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock for Q3 2025, up 40% quarter-over-quarter.
  • 21 funds opened new USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund positions in Q3 2025 and 6 closed out, a net change of +15 holders.
  • The largest USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund buyer in Q3 2025 was BKM Wealth Management, an estimated $5.05M added.
  • The largest USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund seller in Q3 2025 was Jane Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2025.