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US Commodity Index

52 hedge funds and large institutions have $44.7M invested in US Commodity Index in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $39.1M → $44.7M (+$5.64M)

6% more funds holding

Funds holding: 4952 (+3)

2.41% more ownership

Funds ownership: 16.62%19.03% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
12
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.46M +$2.02M +47,188 +38%
Wells Fargo
2
Wells Fargo
California
$6.54M +$2.97M +69,158 +85%
OMC
3
Old Mission Capital
Illinois
$5.51M +$3.01M +70,201 +124%
Ameriprise
4
Ameriprise
Minnesota
$4.57M +$825K +19,246 +22%
GT
5
Glenmede Trust
Pennsylvania
$2.71M -$22.7K -530 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$1.89M -$1.51M -35,224 -45%
NC
7
NewSquare Capital
Pennsylvania
$1.86M -$49.7K -1,160 -3%
PHS
8
Pekin Hardy Strauss
Illinois
$1.47M +$72.9K +1,700 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.33M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.19M -$62.3K -1,452 -5%
1IA
11
1834 Investment Advisors
Wisconsin
$909K
LPL Financial
12
LPL Financial
California
$894K +$8.15K +190 +0.9%
CI
13
CAZ Investments
Texas
$848K
KAS
14
Kestra Advisory Services
Texas
$753K +$125K +2,905 +20%
Osaic Holdings
15
Osaic Holdings
Arizona
$681K +$125K +2,906 +23%
G
16
GenTrust
Florida
$583K
AWM
17
AE Wealth Management
Kansas
$526K +$45K +1,050 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$523K -$52.5K -1,224 -9%
LWA
19
LWS Wealth Advisors
New Jersey
$497K -$16K -374 -3%
TFA
20
Teamwork Financial Advisors
Texas
$491K +$10.4K +242 +2%
CCMG
21
Clark Capital Management Group
Pennsylvania
$473K +$172 +4 +0%
ZIMP
22
Zimmermann Investment Management & Planning
Pennsylvania
$384K +$379K +8,844 New
UBS Group
23
UBS Group
Switzerland
$355K -$107K -2,502 -23%
Jane Street
24
Jane Street
New York
$320K -$2.28M -53,155 -88%
ADL
25
Asset Dedication LLC
California
$306K -$7.42K -173 -2%

USCI Hedge Fund Activity: Q4 2021 in Review

52 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2021, worth a combined $44.7M — up 14% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USCI positions and 10 closed out — a net gain of 3 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $3.01M. The largest seller was Jane Street, cutting an estimated $2.28M.

  • 52 institutional investors held US Commodity Index (USCI) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $44.7M of US Commodity Index stock for Q4 2021, up 14% quarter-over-quarter.
  • 13 funds opened new US Commodity Index positions in Q4 2021 and 10 closed out, a net change of +3 holders.
  • The largest US Commodity Index buyer in Q4 2021 was Old Mission Capital, an estimated $3.01M added.
  • The largest US Commodity Index seller in Q4 2021 was Jane Street, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2021.