ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
10 hedge funds and large institutions have $11.7M invested in ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $10.8M → $11.7M (+$933K)
2.17% more ownership
Funds ownership: 44.27% → 46.44% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAM
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
+$378K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$372K |
| 3 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
+$213K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.49K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$355K |
| 2 |
RF
RHS Financial
San Francisco,
California
|
-$51.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWAM
1
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $3.64M | +$378K | +14,126 | +11% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.53M | +$372K | +13,906 | +12% |
|
|
RF
3
RHS Financial
San Francisco,
California
| $2.97M | -$51.9K | -1,938 | -2% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $627K | +$5.49K | +205 | +0.9% |
|
|
BGAI
5
Bruce G. Allen Investments
Denver,
Colorado
| $439K | – | – | – |
|
6
Corient Private Wealth
Miami,
Florida
| $273K | – | – | – |
|
|
DWT
7
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $211K | +$213K | +7,953 | New |
|
8
Morgan Stanley
New York
| $17.6K | – | – | – |
|
9
JP Morgan Chase
New York
| $4.78K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $4.2K | +$4.23K | +158 | New |
|
|
11
Fisher Asset Management
Camas,
Washington
| – | -$355K | -13,800 | Closed |
|
UCIB Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 (UCIB) for Q1 2025, worth a combined $11.7M — up 8.7% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UCIB positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Legacy Wealth Asset Management, adding an estimated $378K. The largest seller was Fisher Asset Management, exiting entirely with an estimated $355K sold.
- 10 institutional investors held ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 (UCIB) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $11.7M of ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 stock for Q1 2025, up 8.7% quarter-over-quarter.
- 2 funds opened new ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 buyer in Q1 2025 was Legacy Wealth Asset Management, an estimated $378K added.
- The largest ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 seller in Q1 2025 was Fisher Asset Management, an estimated $355K sold.
Based on aggregated 13F filings for Q1 2025.