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US Commodity Index
USCI

Overview Fund Activity

49 hedge funds and large institutions have $288M invested in US Commodity Index in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
11
Increased
19
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$13M
2
PFS
2
Prospera Financial Services
Texas
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$52.1M
4
Bank of America
4
Bank of America
North Carolina
$64.5M
5
Ameriprise
5
Ameriprise
Minnesota
$8.28M

Top Sellers

1
RGC
1
Roberts, Glore & Co
Illinois
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.57M
3
WCM
3
Wealthcare Capital Management
Virginia
$0
4
CIM
4
Cambria Investment Management
California
$1.94M
5
SWA
5
Sutton Wealth Advisors
Florida
$77.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$293K -$20.2K -467 -6%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$243K – – –
ADL
28
Asset Dedication LLC
California
$103K +$23.1K +539 +29%
NFG
29
Next Financial Group
Texas
$92K +$92K +2,151 New
SWA
30
Sutton Wealth Advisors
Florida
$77.9K -$123K -2,839 -61%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$46K +$46K +1,064 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$36K -$10.8K -249 -23%
SIM
33
Strategic Investment Management
Virginia
$32K +$32K +760 New
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$30K -$12.1K -280 -29%
IA
35
IFP Advisors
Florida
$29K +$22.4K +528 +341%
Creative Planning
36
Creative Planning
Kansas
$23K +$9.86K +225 +75%
WA
37
WFG Advisors
Texas
$19K +$19K +450 New
BL
38
Balentine LLC
Georgia
$14K – – –
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
AG
40
Advisor Group
Arizona
$7K +$7K +187 New
RBC
41
Roble Belko & Company
Pennsylvania
$6K – – –
GWM
42
Geneos Wealth Management
Colorado
$6K +$6K +150 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$5K -$5.28K -115 -51%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.81K +58 +1,450%
TCM
45
Tradewinds Capital Management
Washington
$3K +$3K +75 New
US Bancorp
46
US Bancorp
Minnesota
$2K – – –
SFG
47
SevenBridge Financial Group
Pennsylvania
$2K +$2K +37 New
PG
48
Patten Group
Tennessee
$1.47K +$1.47K +34 New
RGC
49
Roberts, Glore & Co
Illinois
– -$762K -18,855 Closed
WCM
50
Wealthcare Capital Management
Virginia
– -$167K -4,127 Closed
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