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US Commodity Index

45 hedge funds and large institutions have $29.8M invested in US Commodity Index in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more capital invested

Capital invested by funds: $18.5M → $29.8M (+$11.3M)

55% more funds holding

Funds holding: 2945 (+16)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.03% less ownership

Funds ownership: 16.75%16.72% (-0.03%)

Holders
45
Holders Change
+16
Holders Change %
+55.17%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.38M +$3.3M +94,001 +324%
FTUS
2
Flow Traders U.S.
New York
$3.06M +$2.08M +59,337 +224%
Ameriprise
3
Ameriprise
Minnesota
$2.67M +$132K +3,766 +5%
GT
4
Glenmede Trust
Pennsylvania
$2.42M -$424K -12,067 -15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.17M -$313K -8,899 -13%
BAM
6
Belpointe Asset Management
Nevada
$1.92M +$1.89M +53,800 New
Wells Fargo
7
Wells Fargo
California
$1.4M +$1.23M +34,999 +835%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M
PHS
9
Pekin Hardy Strauss
Illinois
$1.06M +$1.04M +29,725 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.03M +$38.6K +1,100 +4%
UBS Group
11
UBS Group
Switzerland
$753K +$102K +2,901 +16%
CI
12
CAZ Investments
Texas
$695K
1IA
13
1834 Investment Advisors
Wisconsin
$597K -$38.8K -1,105 -6%
SI
14
Sprott Inc
Ontario, Canada
$535K +$527K +15,000 New
LWA
15
LWS Wealth Advisors
New Jersey
$522K -$18.3K -521 -3%
G
16
GenTrust
Florida
$453K +$445K +12,658 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$447K +$440K +12,534 New
KAS
18
Kestra Advisory Services
Texas
$406K +$400K +11,396 New
AAM
19
Ameraudi Asset Management
New York
$392K -$2.44M -69,440 -86%
AWM
20
AE Wealth Management
Kansas
$388K +$383K +10,897 New
TFA
21
Teamwork Financial Advisors
Texas
$388K +$383K +10,897 New
WP
22
WMS Partners
Maryland
$357K
Osaic Holdings
23
Osaic Holdings
Arizona
$354K +$157K +4,483 +83%
LPL Financial
24
LPL Financial
California
$351K +$30.7K +875 +10%
CCMG
25
Clark Capital Management Group
Pennsylvania
$310K -$19.7K -560 -6%

USCI Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2021, worth a combined $29.8M — up 61% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USCI positions and 2 closed out — a net gain of 16 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Ameraudi Asset Management, cutting an estimated $2.44M.

  • 45 institutional investors held US Commodity Index (USCI) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $29.8M of US Commodity Index stock for Q1 2021, up 61% quarter-over-quarter.
  • 18 funds opened new US Commodity Index positions in Q1 2021 and 2 closed out, a net change of +16 holders.
  • The largest US Commodity Index buyer in Q1 2021 was Morgan Stanley, an estimated $3.3M added.
  • The largest US Commodity Index seller in Q1 2021 was Ameraudi Asset Management, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2021.