US Commodity Index
USCI
50 hedge funds and large institutions have $77.7M invested in US Commodity Index in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 49 → 50 (+1)
2.64% less ownership
Funds ownership: 32.97% → 30.33% (-2.6%)
13% less capital invested
Capital invested by funds: $89.5M → $77.7M (-$11.8M)
57% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$2.04M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.1M |
| 3 |
Morgan Stanley
New York
|
+$838K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$482K |
| 5 |
LPL Financial
San Diego,
California
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$12.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.57M |
| 4 |
Jane Street
New York
|
-$901K |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$874K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
51
Avion Wealth
The Woodlands,
Texas
| $2K | – | – | – |
|
52
Citadel Advisors
Miami,
Florida
| – | -$305K | -5,946 | Closed |
|
53
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$201K | -3,925 | Closed |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$58 | -1,090 | Closed |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| – | -$18K | -403 | Closed |
|
|
HGERS
56
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$17K | -340 | Closed |
|
57
JP Morgan Chase
New York
| – | -$5K | -100 | Closed |
|
USCI Hedge Fund Activity: Q4 2022 in Review
50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2022, worth a combined $77.7M — down 13% from $89.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USCI positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 21 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.04M. The largest seller was NewSquare Capital, cutting an estimated $12.5M.
- 50 institutional investors held US Commodity Index (USCI) as of Q4 2022, up from 49 in Q3 2022.
- Funds reported $77.7M of US Commodity Index stock for Q4 2022, down 13% quarter-over-quarter.
- 8 funds opened new US Commodity Index positions in Q4 2022 and 6 closed out, a net change of +2 holders.
- The largest US Commodity Index buyer in Q4 2022 was Equitable Holdings, an estimated $2.04M added.
- The largest US Commodity Index seller in Q4 2022 was NewSquare Capital, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2022.