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US Commodity Index
USCI

67 hedge funds and large institutions have $89.7M invested in US Commodity Index in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 64 → 67 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.18% less ownership

Funds ownership: 26.95% → 25.77% (-1.2%)

10% less capital invested

Capital invested by funds: $99.9M → $89.7M (-$10.3M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$763K
2
CW
CreativeOne Wealth
Kansas
+$555K
3
MWA
MFA Wealth Advisors
Pennsylvania
+$438K
4
Wells Fargo
Wells Fargo
California
+$380K
5
UBS Group
UBS Group
Switzerland
+$355K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.44M
2
Bank of America
Bank of America
North Carolina
-$3.05M
3
USAA
United Services Automobile Association
Texas
-$2.11M
4
Ameriprise
Ameriprise
Minnesota
-$1.13M
5
Jane Street
Jane Street
New York
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$16K – – –
APA
52
American Portfolios Advisors
New York
$15.5K – – –
AF
53
Advisornet Financial
Minnesota
$12K -$233 -6 -2%
LFG
54
Larson Financial Group
Missouri
$10K +$543 +14 +5%
SWA
55
Sutton Wealth Advisors
Florida
$8.95K +$1.51K +39 +20%
GRP
56
Global Retirement Partners
California
$6K – – –
IA
57
IFP Advisors
Florida
$6K – – –
ASN
58
Advisory Services Network
Georgia
$5K – – –
AWM
59
Avior Wealth Management
Nebraska
$5K – – –
RBC
60
Roble Belko & Company
Pennsylvania
$5K – – –
CFG
61
Citizens Financial Group
Rhode Island
$5K +$4.53K +117 New
RIA
62
Realta Investment Advisors
Delaware
$3K +$2.91K +75 New
AWM
63
Arbor Wealth Management
Florida
$1K – – –
SF
64
Synovus Financial
Georgia
$1K – – –
TA
65
TCG Advisors
Texas
$1K +$620 +16 New
SHA
66
Seneca House Advisors
Virginia
– -$504K -13,417 Closed
BSG
67
Black Swift Group
Colorado
– -$25K -664 Closed
NFG
68
Next Financial Group
Texas
– -$14K -386 Closed
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
– -$14K -384 Closed
SBL
70
Sargent Bickham Lagudis
Colorado
– -$1K -17 Closed
1 2
3

USCI Hedge Fund Activity: Q1 2019 in Review

67 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2019, worth a combined $89.7M — down 10% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USCI positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Summit Financial, adding an estimated $763K. The largest seller was Susquehanna International Group, cutting an estimated $6.44M.

  • 67 institutional investors held US Commodity Index (USCI) as of Q1 2019, up from 64 in Q4 2018.
  • Funds reported $89.7M of US Commodity Index stock for Q1 2019, down 10% quarter-over-quarter.
  • 9 funds opened new US Commodity Index positions in Q1 2019 and 5 closed out, a net change of +4 holders.
  • The largest US Commodity Index buyer in Q1 2019 was Summit Financial, an estimated $763K added.
  • The largest US Commodity Index seller in Q1 2019 was Susquehanna International Group, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2019.