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US Commodity Index
USCI

49 hedge funds and large institutions have $39.1M invested in US Commodity Index in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more funds holding

Funds holding: 48 → 49 (+1)

2% more capital invested

Capital invested by funds: $38.3M → $39.1M (+$791K)

0.31% less ownership

Funds ownership: 16.93% → 16.62% (-0.31%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.43M
2
OMC
Old Mission Capital
Illinois
+$1.31M
3
FTUS
Flow Traders U.S.
New York
+$978K
4
Wells Fargo
Wells Fargo
California
+$851K
5
Ameriprise
Ameriprise
Minnesota
+$494K

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$2.17M
2
Jane Street
Jane Street
New York
-$1.74M
3
Morgan Stanley
Morgan Stanley
New York
-$1.6M
4
KWM
Kingsview Wealth Management
Oregon
-$536K
5
GAG
GM Advisory Group
New York
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$436K +$9.31K +232 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$345K +$339K +8,437 New
ADL
28
Asset Dedication LLC
California
$299K -$8.43K -210 -3%
RGC
29
Roberts, Glore & Co
Illinois
$248K -$20.1K -500 -8%
WP
30
WMS Partners
Maryland
$204K – – –
APA
31
American Portfolios Advisors
New York
$137K -$12.7K -316 -9%
AF
32
Advisornet Financial
Minnesota
$102K +$100K +2,500 New
Citigroup
33
Citigroup
New York
$45K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$41K +$40.1K +1,000 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$40K – – –
AIC
36
Archer Investment Corporation
Indiana
$39.1K -$20.1K -500 -34%
GWM
37
Geneos Wealth Management
Colorado
$33K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$18K +$14K +350 +350%
GEA
39
Glen Eagle Advisors
New Jersey
$10K – – –
SBL
40
Sargent Bickham Lagudis
Colorado
$9K – – –
LWANC
41
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
BCWM
42
Bartlett & Co Wealth Management
Ohio
$4.09K +$4.01K +100 New
BC
43
Bartlett & Co
Ohio
$4K +$4.01K +100 New
NFG
44
Next Financial Group
Texas
$4K +$4.01K +100 New
AW
45
Avion Wealth
Texas
$3K – – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$2.04K +$2.01K +50 New
SFP
47
Sterling Financial Planning
New Jersey
$2K -$361 -9 -18%
TCM
48
Tradewinds Capital Management
Washington
$2K – – –
BAM
49
Belpointe Asset Management
Nevada
– -$2.17M -53,800 Closed
KWM
50
Kingsview Wealth Management
Oregon
– -$536K -13,232 Closed
1
2
3

USCI Hedge Fund Activity: Q3 2021 in Review

49 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q3 2021, worth a combined $39.1M — up 2.1% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USCI positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.43M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $2.17M sold.

  • 49 institutional investors held US Commodity Index (USCI) as of Q3 2021, up from 48 in Q2 2021.
  • Funds reported $39.1M of US Commodity Index stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 7 funds opened new US Commodity Index positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest US Commodity Index buyer in Q3 2021 was Susquehanna International Group, an estimated $2.43M added.
  • The largest US Commodity Index seller in Q3 2021 was Belpointe Asset Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q3 2021.