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US Commodity Index
USCI

54 hedge funds and large institutions have $164M invested in US Commodity Index in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.78M)

2% more funds holding

Funds holding: 53 → 54 (+1)

1.12% more ownership

Funds ownership: 32.2% → 33.32% (+1.1%)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
9
Increased
10
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Alpha Capital Management
Texas
+$10.3M
2
Jane Street
Jane Street
New York
+$1.23M
3
SE
Summit Equities
New Jersey
+$428K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$34.6K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$29.8K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.93M
2
PL
Polianta Ltd
Jersey
-$3.42M
3
Bank of America
Bank of America
North Carolina
-$2.16M
4
G
GenTrust
Florida
-$1.85M
5
GT
Glenmede Trust
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$409K -$77.6K -1,899 -17%
CC
27
Courier Capital
New York
$379K – – –
MIM
28
Macroview Investment Management
Maryland
$313K +$16.8K +410 +6%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$282K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$247K – – –
ADL
31
Asset Dedication LLC
California
$125K -$25.3K -620 -17%
FA
32
Fortis Advisors
Pennsylvania
$56K – – –
PFA
33
Pathway Financial Advisors
Vermont
$50K +$48.4K +1,184 New
AF
34
Advisornet Financial
Minnesota
$47K +$45.2K +1,105 New
AG
35
Advisor Group
Arizona
$33K +$24.3K +594 +318%
OIA
36
OneDigital Investment Advisors
Kansas
$32K +$10.2K +250 +50%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$28K – – –
IA
38
IFP Advisors
Florida
$26K -$7.64K -187 -24%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$26K – – –
SWM
40
SeaCrest Wealth Management
New York
$26K +$24.9K +610 New
APA
41
American Portfolios Advisors
New York
$19.2K +$18.5K +452 New
Citigroup
42
Citigroup
New York
$17K – – –
BL
43
Balentine LLC
Georgia
$14K – – –
GRP
44
Global Retirement Partners
California
$13K – – –
SWA
45
Sutton Wealth Advisors
Florida
$12.4K +$531 +13 +5%
SBL
46
Sargent Bickham Lagudis
Colorado
$11K – – –
ASN
47
Advisory Services Network
Georgia
$6K – – –
NC
48
NewSquare Capital
Pennsylvania
$6K – – –
RBC
49
Roble Belko & Company
Pennsylvania
$6K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$2K – – –
1
2
3

USCI Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2017, worth a combined $164M — up 6.3% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USCI positions and 8 closed out — a net gain of 1 holder — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Alpha Capital Management, opening a new position worth an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $3.93M.

  • 54 institutional investors held US Commodity Index (USCI) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $164M of US Commodity Index stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 9 funds opened new US Commodity Index positions in Q4 2017 and 8 closed out, a net change of +1 holder.
  • The largest US Commodity Index buyer in Q4 2017 was Alpha Capital Management, an estimated $10.3M added.
  • The largest US Commodity Index seller in Q4 2017 was UBS Group, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2017.