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US Commodity Index

75 hedge funds and large institutions have $201M invested in US Commodity Index in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

15% more funds holding

Funds holding: 6575 (+10)

6% more capital invested

Capital invested by funds: $189M → $201M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.64% less ownership

Funds ownership: 33.72%30.08% (-3.6%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
25
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$47K +$33.8K +767 +263%
AF
52
Advisornet Financial
Minnesota
$45K -$2.82K -64 -6%
SIM
53
Strategic Investment Management
Virginia
$44K
HS
54
Horan Securities
United States
$41K +$44K +1,000 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$35K +$6.51K +148 +22%
IA
56
IFP Advisors
Florida
$33K +$6.82K +155 +26%
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$27K
APA
58
American Portfolios Advisors
New York
$25.6K +$5.9K +134 +30%
US Bancorp
59
US Bancorp
Minnesota
$25K +$25.3K +575 New
OGC
60
Oak Grove Capital
New Hampshire
$22K
JP Morgan Chase
61
JP Morgan Chase
New York
$22K +$22K +500 New
Citigroup
62
Citigroup
New York
$18K
SWA
63
Sutton Wealth Advisors
Florida
$13.6K +$308 +7 +2%
CF
64
Centaurus Financial
California
$13K +$13.4K +305 New
GRP
65
Global Retirement Partners
California
$7K -$3.96K -90 -37%
ASN
66
Advisory Services Network
Georgia
$6K
NC
67
NewSquare Capital
Pennsylvania
$6K
RBC
68
Roble Belko & Company
Pennsylvania
$6K
GWM
69
Geneos Wealth Management
Colorado
$5K +$5.06K +115 New
HR
70
Howe & Rusling
New York
$2K
LF
71
Lee Financial
Texas
$2K +$1.76K +40 New
AIS
72
Accurate Investment Solutions
Pennsylvania
$1K +$792 +18 New
SF
73
Synovus Financial
Georgia
$1K +$1.1K +25 New
KA
74
Kovack Advisors
Florida
-$360K -8,425 Closed
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$240K -5,605 Closed

USCI Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q2 2018, worth a combined $201M — up 6.3% from $189M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USCI positions and 8 closed out — a net gain of 10 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $4.54M. The largest seller was United Services Automobile Association, cutting an estimated $5.85M.

  • 75 institutional investors held US Commodity Index (USCI) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $201M of US Commodity Index stock for Q2 2018, up 6.3% quarter-over-quarter.
  • 18 funds opened new US Commodity Index positions in Q2 2018 and 8 closed out, a net change of +10 holders.
  • The largest US Commodity Index buyer in Q2 2018 was Cambria Investment Management, an estimated $4.54M added.
  • The largest US Commodity Index seller in Q2 2018 was United Services Automobile Association, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2018.