We are live on ! Find out more
UCI

E-TRACS UBS Bloomberg CMCI ETN
UCI

Delisted

UCI was delisted on the 9th of December, 2020.

Back to rankings

17 hedge funds and large institutions have $36.2M invested in E-TRACS UBS Bloomberg CMCI ETN in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

31% more funds holding

Funds holding: 13 → 17 (+4)

12% more capital invested

Capital invested by funds: $32.4M → $36.2M (+$3.74M)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
+$1.75M
2
U
UBS
Switzerland
+$544K
3
APCM
Alaska Permanent Capital Management
Alaska
+$247K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$244K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$222K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$26.2K
2
Morgan Stanley
Morgan Stanley
New York
-$11.2K
3
Citigroup
Citigroup
New York
-$10K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Pinnacle Advisory Group
Maryland
$25.3M +$1.75M +81,655 +8%
APCM
2
Alaska Permanent Capital Management
Alaska
$5.84M +$247K +11,523 +4%
LPL Financial
3
LPL Financial
California
$1.52M -$26.2K -1,223 -2%
BAS
4
Brown Advisory Securities
Maryland
$820K +$142K +6,638 +21%
U
5
UBS
Switzerland
$548K +$544K +25,350 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$537K +$222K +10,321 +71%
TFA
7
Transamerica Financial Advisors
Florida
$416K +$61.8K +2,879 +18%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$251K -$6.44K -300 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$246K +$244K +11,385 New
B
10
Baird
Wisconsin
$221K – – –
PTC
11
Private Trust Company
Ohio
$181K – – –
Morgan Stanley
12
Morgan Stanley
New York
$102K -$11.2K -524 -10%
Wells Fargo
13
Wells Fargo
California
$67K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$64K – – –
BRWA
15
B. Riley Wealth Advisors
Florida
$27K +$26.8K +1,250 New
HCM
16
Horrell Capital Management
Arkansas
$20K +$19.5K +910 New
GSC
17
Ground Swell Capital
South Carolina
$9K +$9.23K +430 New
Citigroup
18
Citigroup
New York
– -$10K -465 Closed

UCI Hedge Fund Activity: Q2 2014 in Review

17 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in E-TRACS UBS Bloomberg CMCI ETN (UCI) for Q2 2014, worth a combined $36.2M — up 12% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UCI positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Pinnacle Advisory Group, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $26.2K.

  • 17 institutional investors held E-TRACS UBS Bloomberg CMCI ETN (UCI) as of Q2 2014, up from 13 in Q1 2014.
  • Funds reported $36.2M of E-TRACS UBS Bloomberg CMCI ETN stock for Q2 2014, up 12% quarter-over-quarter.
  • 5 funds opened new E-TRACS UBS Bloomberg CMCI ETN positions in Q2 2014 and 1 closed out, a net change of +4 holders.
  • The largest E-TRACS UBS Bloomberg CMCI ETN buyer in Q2 2014 was Pinnacle Advisory Group, an estimated $1.75M added.
  • The largest E-TRACS UBS Bloomberg CMCI ETN seller in Q2 2014 was LPL Financial, an estimated $26.2K sold.

Based on aggregated 13F filings for Q2 2014.