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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
35
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$6.91M
2
BCI
Brinker Capital Investments
Pennsylvania
+$5.16M
3
MWM
Maltin Wealth Management
New Jersey
+$2.42M
4
Stifel Financial
Stifel Financial
Missouri
+$2.36M
5
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
+$1.46M

Top Sellers

1
BWM
BKM Wealth Management
Wisconsin
-$975K
2
CGH
Crossmark Global Holdings
Texas
-$757K
3
FTUS
Flow Traders U.S.
New York
-$321K
4
HighTower Advisors
HighTower Advisors
Illinois
-$152K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$68.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$19.2M +$424K +18,474 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$13.2M +$5.16M +224,714 +60%
MWM
3
Maltin Wealth Management
New Jersey
$9.06M +$2.42M +105,449 +34%
PFM
4
Peak Financial Management
Massachusetts
$8.06M +$443K +19,279 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$6.89M +$6.91M +301,016 +2,552%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.72M +$391K +17,015 +7%
EAM
7
Empirical Asset Management
Massachusetts
$4.68M +$1.18M +51,608 +32%
BWM
8
BKM Wealth Management
Wisconsin
$4.05M -$975K -42,461 -19%
MPPLM
9
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.96M +$1.46M +63,741 +90%
P
10
&Partners
Tennessee
$2.52M -$54.1K -2,355 -2%
AFG
11
ABLE Financial Group
Arizona
$2.48M +$359K +15,640 +16%
Stifel Financial
12
Stifel Financial
Missouri
$2.26M +$2.36M +102,641 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.19M +$253K +11,001 +12%
CIM
14
Cambria Investment Management
California
$2.08M +$57.1K +2,488 +3%
FFN
15
Focus Financial Network
Minnesota
$2.05M +$58.7K +2,555 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.84M +$684K +29,802 +55%
AWM
17
Apollon Wealth Management
South Carolina
$1.25M -$29.6K -1,290 -2%
MC
18
Moors & Cabot
Massachusetts
$1.14M +$51.3K +2,236 +5%
HPC
19
HM Payson & Co
Maine
$987K +$1.03M +44,795 New
ATPW
20
Ashton Thomas Private Wealth
Arizona
$978K +$174K +7,566 +21%
LPL Financial
21
LPL Financial
California
$923K +$82.2K +3,582 +9%
PS
22
Principal Securities
Iowa
$856K +$33K +1,438 +4%
PFS
23
Prospera Financial Services
Texas
$800K +$47.7K +2,078 +6%
AIM
24
Alhambra Investment Management
Florida
$771K +$804K +35,015 New
SYBT
25
Stock Yards Bank & Trust
Kentucky
$745K +$386K +16,822 +99%
1
2 3

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.