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US Commodity Index

75 hedge funds and large institutions have $201M invested in US Commodity Index in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

15% more funds holding

Funds holding: 6575 (+10)

6% more capital invested

Capital invested by funds: $189M → $201M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.64% less ownership

Funds ownership: 33.72%30.08% (-3.6%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
25
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$875K -$45.3K -1,029 -5%
RGC
27
Roberts, Glore & Co
Illinois
$811K
SBL
28
Sargent Bickham Lagudis
Colorado
$798K +$792K +18,003 +7,173%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$765K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$754K +$501K +11,385 +194%
Jane Street
31
Jane Street
New York
$553K -$1.34M -30,544 -71%
PAG
32
Private Advisor Group
New Jersey
$553K +$563K +12,789 New
SHA
33
Seneca House Advisors
Virginia
$511K +$10.1K +230 +2%
OC
34
Oppenheimer & Co
New York
$503K +$506K +11,508 New
CC
35
Courier Capital
New York
$389K
VF
36
Virtu Financial
New York
$374K +$376K +8,551 New
MIM
37
Macroview Investment Management
Maryland
$357K
Creative Planning
38
Creative Planning
Kansas
$291K -$52K -1,182 -15%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$269K -$4.88K -111 -2%
SPC
40
Sigma Planning Corp
Michigan
$251K +$253K +5,750 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$246K +$26.1K +593 +12%
CCMG
42
Clark Capital Management Group
Pennsylvania
$224K -$7K -159 -3%
AW
43
ACG Wealth
Georgia
$214K +$215K +4,889 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$189K +$191K +4,338 New
AG
45
Advisor Group
Arizona
$168K +$135K +3,066 +393%
ADL
46
Asset Dedication LLC
California
$162K +$31.6K +717 +23%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$62K +$62.4K +1,418 New
SWM
48
SeaCrest Wealth Management
New York
$59K +$32.6K +741 +121%
OIA
49
OneDigital Investment Advisors
Kansas
$58K +$16.7K +380 +40%
FA
50
Fortis Advisors
Pennsylvania
$57K

USCI Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q2 2018, worth a combined $201M — up 6.3% from $189M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USCI positions and 8 closed out — a net gain of 10 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $4.54M. The largest seller was United Services Automobile Association, cutting an estimated $5.85M.

  • 75 institutional investors held US Commodity Index (USCI) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $201M of US Commodity Index stock for Q2 2018, up 6.3% quarter-over-quarter.
  • 18 funds opened new US Commodity Index positions in Q2 2018 and 8 closed out, a net change of +10 holders.
  • The largest US Commodity Index buyer in Q2 2018 was Cambria Investment Management, an estimated $4.54M added.
  • The largest US Commodity Index seller in Q2 2018 was United Services Automobile Association, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2018.