We are live on ! Find out more
USCI icon

US Commodity Index
USCI

65 hedge funds and large institutions have $189M invested in US Commodity Index in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

20% more funds holding

Funds holding: 54 → 65 (+11)

15% more capital invested

Capital invested by funds: $164M → $189M (+$24.5M)

0.4% more ownership

Funds ownership: 33.32% → 33.72% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
17
Increased
17
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PL
Polianta Ltd
Jersey
+$12M
2
KF
Krilogy Financial
Missouri
+$4.29M
3
Bank of America
Bank of America
North Carolina
+$3.43M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.36M
5
Ameriprise
Ameriprise
Minnesota
+$726K

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$3.54M
2
UBS Group
UBS Group
Switzerland
-$1.95M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$783K
4
SE
Summit Equities
New Jersey
-$464K
5
VF
Virtu Financial
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
OGC
51
Oak Grove Capital
New Hampshire
$21K +$21.3K +500 New
APA
52
American Portfolios Advisors
New York
$19.3K – – –
Citigroup
53
Citigroup
New York
$18K – – –
TFA
54
Transamerica Financial Advisors
Florida
$13K +$12.5K +292 New
SWA
55
Sutton Wealth Advisors
Florida
$13K +$512 +12 +4%
GRP
56
Global Retirement Partners
California
$11K -$2.99K -70 -22%
SBL
57
Sargent Bickham Lagudis
Colorado
$11K – – –
ASN
58
Advisory Services Network
Georgia
$6K – – –
NC
59
NewSquare Capital
Pennsylvania
$6K – – –
RBC
60
Roble Belko & Company
Pennsylvania
$6K – – –
SIM
61
Sonora Investment Management
Arizona
$3.21K +$3.2K +75 New
SPIA
62
Steward Partners Investment Advisory
New York
$2K – – –
APP
63
Avantax Planning Partners
Iowa
$1K +$853 +20 New
HR
64
Howe & Rusling
New York
$1K +$1.49K +35 New
VF
65
Virtu Financial
New York
– -$459K -10,804 Closed
PFA
66
Pathway Financial Advisors
Vermont
– -$50K -1,184 Closed
BL
67
Balentine LLC
Georgia
– -$14K -322 Closed
PG
68
Patten Group
Tennessee
– -$1K -17 Closed
SEI Investments
69
SEI Investments
Pennsylvania
– -$1K -15 Closed
1 2
3

USCI Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2018, worth a combined $189M — up 15% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new USCI positions and 6 closed out — a net gain of 11 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Polianta Ltd, adding an estimated $12M. The largest seller was United Services Automobile Association, cutting an estimated $3.54M.

  • 65 institutional investors held US Commodity Index (USCI) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $189M of US Commodity Index stock for Q1 2018, up 15% quarter-over-quarter.
  • 17 funds opened new US Commodity Index positions in Q1 2018 and 6 closed out, a net change of +11 holders.
  • The largest US Commodity Index buyer in Q1 2018 was Polianta Ltd, an estimated $12M added.
  • The largest US Commodity Index seller in Q1 2018 was United Services Automobile Association, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2018.