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US Commodity Index
USCI

48 hedge funds and large institutions have $50.8M invested in US Commodity Index in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% less funds holding

Funds holding: 50 → 48 (-2)

5.2% less ownership

Funds ownership: 30.33% → 25.13% (-5.2%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

35% less capital invested

Capital invested by funds: $77.7M → $50.8M (-$26.9M)

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
17
Closed
6
Calls
$1.92M
Puts
–
Net Calls
+$1.92M
Net Calls Change
-$451K

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$506K
3
Cerity Partners
Cerity Partners
New York
+$488K
4
Simplex Trading
Simplex Trading
Illinois
+$403K
5
TSS
Two Sigma Securities
New York
+$217K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.04M
2
Ameriprise
Ameriprise
Minnesota
-$8.93M
3
Wells Fargo
Wells Fargo
California
-$2.1M
4
FTUS
Flow Traders U.S.
New York
-$1.83M
5
Jane Street
Jane Street
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
– -$972K -17,267 Closed
AAMA
52
Advanced Asset Management Advisors
Ohio
– -$95.7K -1,700 Closed
MCC
53
Money Concepts Capital
Florida
– -$71.3K -1,267 Closed
PGAM
54
Princeton Global Asset Management
New Jersey
– -$11K -200 Closed
CB
55
Centennial Bank
Arkansas
– -$5.63K -100 Closed
1 2
3

USCI Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2023, worth a combined $50.8M — down 35% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USCI positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $9.04M.

  • 48 institutional investors held US Commodity Index (USCI) as of Q1 2023, down from 50 in Q4 2022.
  • Funds reported $50.8M of US Commodity Index stock for Q1 2023, down 35% quarter-over-quarter.
  • 7 funds opened new US Commodity Index positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest US Commodity Index buyer in Q1 2023 was Old Mission Capital, an estimated $1.44M added.
  • The largest US Commodity Index seller in Q1 2023 was Morgan Stanley, an estimated $9.04M sold.

Based on aggregated 13F filings for Q1 2023.