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US Commodity Index
USCI

40 hedge funds and large institutions have $29.9M invested in US Commodity Index in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,542% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $12K

5.43% less ownership

Funds ownership: 23.24% → 17.81% (-5.4%)

13% less funds holding

Funds holding: 46 → 40 (-6)

28% less capital invested

Capital invested by funds: $41.3M → $29.9M (-$11.4M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
12
Closed
9
Calls
$1.76M
Puts
$12K
Net Calls
+$1.75M
Net Calls Change
+$450K

Top Buyers

1
EH
Equitable Holdings
New York
+$1.23M
2
MML Investors Services
MML Investors Services
Massachusetts
+$518K
3
KAS
Kestra Advisory Services
Texas
+$430K
4
Creative Planning
Creative Planning
Kansas
+$380K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$236K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.75M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.08M
3
Morgan Stanley
Morgan Stanley
New York
-$1.95M
4
FTUS
Flow Traders U.S.
New York
-$1.85M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BB
26
Burford Brothers
Texas
$224K – – –
CFD
27
Creative Financial Designs
Indiana
$113K +$107K +1,850 New
NC
28
NewSquare Capital
Pennsylvania
$82.3K – – –
AIC
29
Archer Investment Corporation
Indiana
$52.8K – – –
Comerica Bank
30
Comerica Bank
Texas
$36.6K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$30K -$1.45K -25 -5%
Citigroup
32
Citigroup
New York
$18.3K – – –
GEA
33
Glen Eagle Advisors
New Jersey
$14.9K – – –
PS
34
Principal Securities
Iowa
$9.69K -$928 -16 -9%
CPA
35
Clear Point Advisors
New York
$7.01K – – –
GJIA
36
Glass Jacobson Investment Advisors
Maryland
$6.09K – – –
HNB
37
Huntington National Bank
Ohio
$6.09K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.05K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.32K – – –
TFA
40
Toth Financial Advisory
Virginia
$1.52K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$122 – – –
Jane Street
42
Jane Street
New York
– -$7.75M -137,646 Closed
FTUS
43
Flow Traders U.S.
New York
– -$1.85M -32,953 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$1.68M -28,982 Closed
PWM
45
Perigon Wealth Management
California
– -$563K -10,000 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
– -$239K -4,239 Closed
Simplex Trading
47
Simplex Trading
Illinois
– -$164K -2,828 Closed
HPC
48
HM Payson & Co
Maine
– -$36.9K -655 Closed
CG
49
Cutler Group
California
– -$11.6K -200 Closed
ASN
50
Advisory Services Network
Georgia
– -$7.6K -135 Closed
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USCI Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2024, worth a combined $29.9M — down 28% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USCI and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Equitable Holdings, adding an estimated $1.23M. The largest seller was Jane Street, exiting entirely with an estimated $7.75M sold.

  • 40 institutional investors held US Commodity Index (USCI) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $29.9M of US Commodity Index stock for Q1 2024, down 28% quarter-over-quarter.
  • 4 funds opened new US Commodity Index positions in Q1 2024 and 9 closed out, a net change of -5 holders.
  • The largest US Commodity Index buyer in Q1 2024 was Equitable Holdings, an estimated $1.23M added.
  • The largest US Commodity Index seller in Q1 2024 was Jane Street, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2024.