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US Commodity Index
USCI

41 hedge funds and large institutions have $37.8M invested in US Commodity Index in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.21% more ownership

Funds ownership: 24.29% → 29.5% (+5.2%)

20% less capital invested

Capital invested by funds: $47.1M → $37.8M (-$9.25M)

24% less funds holding

Funds holding: 54 → 41 (-13)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
41
Holders Change
-13
Holders Change %
-24.07%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
8
Reduced
11
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$5.93M
2
G
GenTrust
Florida
+$2.42M
3
CI
CAZ Investments
Texas
+$1.54M
4
Jane Street
Jane Street
New York
+$1.15M
5
Ameriprise
Ameriprise
Minnesota
+$533K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.58M
2
Bank of America
Bank of America
North Carolina
-$1.63M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.03M
4
SF
Summit Financial
New Jersey
-$632K
5
LPL Financial
LPL Financial
California
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Claraphi Advisory Network
United States
$55K +$67.9K +2,118 New
MA
27
MCF Advisors
Kentucky
$53K +$65.4K +2,040 New
SIM
28
Strategic Investment Management
Virginia
$26K – – –
NFG
29
Next Financial Group
Texas
$10K – – –
AF
30
Advisornet Financial
Minnesota
$7K – – –
Citigroup
31
Citigroup
New York
$7K – – –
SBL
32
Sargent Bickham Lagudis
Colorado
$6K +$7.05K +220 New
APA
33
American Portfolios Advisors
New York
$5.18K – – –
AA
34
Ancora Advisors
Ohio
$5K – – –
LFG
35
Larson Financial Group
Missouri
$4K -$1.51K -47 -21%
FHA
36
Flagship Harbor Advisors
Massachusetts
$3K -$288 -9 -7%
OPS
37
Orion Portfolio Solutions
Nebraska
$1K +$1.06K +33 New
TCM
38
Tradewinds Capital Management
Washington
$1K +$1.6K +50 New
AW
39
Avion Wealth
Texas
$1K +$1.83K +57 New
SWA
40
Sutton Wealth Advisors
Florida
$777 – – –
BCI
41
Brinker Capital Investments
Pennsylvania
– -$1.03M -28,000 Closed
SF
42
Summit Financial
New Jersey
– -$632K -17,137 Closed
LPL Financial
43
LPL Financial
California
– -$427K -11,584 Closed
William Blair & Company
44
William Blair & Company
Illinois
– -$258K -7,000 Closed
GM
45
GeoWealth Management
Illinois
– -$255K -6,910 Closed
FFN
46
Focus Financial Network
Minnesota
– -$254K -6,886 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– -$251K -6,789 Closed
CW
48
CreativeOne Wealth
Kansas
– -$233K -6,306 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– -$218K -5,915 Closed
CCMG
50
Clark Capital Management Group
Pennsylvania
– -$206K -5,596 Closed
1
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USCI Hedge Fund Activity: Q1 2020 in Review

41 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2020, worth a combined $37.8M — down 20% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of USCI and 11 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Victory Capital Management, adding an estimated $5.93M. The largest seller was Susquehanna International Group, cutting an estimated $3.58M.

  • 41 institutional investors held US Commodity Index (USCI) as of Q1 2020, down from 54 in Q4 2019.
  • Funds reported $37.8M of US Commodity Index stock for Q1 2020, down 20% quarter-over-quarter.
  • 11 funds opened new US Commodity Index positions in Q1 2020 and 20 closed out, a net change of -9 holders.
  • The largest US Commodity Index buyer in Q1 2020 was Victory Capital Management, an estimated $5.93M added.
  • The largest US Commodity Index seller in Q1 2020 was Susquehanna International Group, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2020.