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US Commodity Index
USCI

45 hedge funds and large institutions have $29.8M invested in US Commodity Index in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more capital invested

Capital invested by funds: $18.5M → $29.8M (+$11.3M)

55% more funds holding

Funds holding: 29 → 45 (+16)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.03% less ownership

Funds ownership: 16.75% → 16.72% (-0.03%)

Holders
45
Holders Change
+16
Holders Change %
+55.17%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.3M
2
FTUS
Flow Traders U.S.
New York
+$2.08M
3
BAM
Belpointe Asset Management
Nevada
+$1.89M
4
Wells Fargo
Wells Fargo
California
+$1.23M
5
PHS
Pekin Hardy Strauss
Illinois
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
AAM
Ameraudi Asset Management
New York
-$2.44M
2
Bank of America
Bank of America
North Carolina
-$905K
3
GT
Glenmede Trust
Pennsylvania
-$424K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$313K
5
ADL
Asset Dedication LLC
California
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
26
Roberts, Glore & Co
Illinois
$269K -$6.15K -175 -2%
OMC
27
Old Mission Capital
Illinois
$248K +$244K +6,958 New
GAG
28
GM Advisory Group
New York
$230K +$227K +6,462 New
SG
29
StoneX Group
New York
$218K +$215K +6,110 New
Bank of America
30
Bank of America
North Carolina
$168K -$905K -25,763 -85%
SBL
31
Sargent Bickham Lagudis
Colorado
$154K +$144K +4,101 +1,864%
APA
32
American Portfolios Advisors
New York
$129K +$120K +3,407 +1,704%
ADL
33
Asset Dedication LLC
California
$91K -$108K -3,067 -54%
Citigroup
34
Citigroup
New York
$39K +$38.7K +1,103 New
GWM
35
Geneos Wealth Management
Colorado
$31K – – –
IAIM
36
International Assets Investment Management
Florida
$21K +$20.9K +595 New
EP
37
Eudaimonia Partners
Tennessee
$20K +$19.2K +547 New
JP Morgan Chase
38
JP Morgan Chase
New York
$11K +$8.64K +246 +351%
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.27K +150 New
SPIA
40
Steward Partners Investment Advisory
New York
$4.17K +$4.11K +117 New
QCG
41
Quadrant Capital Group
Ohio
$3K +$2.74K +78 New
AW
42
Avion Wealth
Texas
$2K – – –
SFP
43
Sterling Financial Planning
New Jersey
$2K – – –
TCM
44
Tradewinds Capital Management
Washington
$2K – – –
SFS
45
Sowell Financial Services
Arkansas
$2K +$1.65K +47 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$10K -300 Closed
AF
47
Advisornet Financial
Minnesota
– -$2K -57 Closed
1
2

USCI Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2021, worth a combined $29.8M — up 61% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USCI positions and 2 closed out — a net gain of 16 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Ameraudi Asset Management, cutting an estimated $2.44M.

  • 45 institutional investors held US Commodity Index (USCI) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $29.8M of US Commodity Index stock for Q1 2021, up 61% quarter-over-quarter.
  • 18 funds opened new US Commodity Index positions in Q1 2021 and 2 closed out, a net change of +16 holders.
  • The largest US Commodity Index buyer in Q1 2021 was Morgan Stanley, an estimated $3.3M added.
  • The largest US Commodity Index seller in Q1 2021 was Ameraudi Asset Management, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2021.