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US Commodity Index

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: 5048 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.3M -$2.1M -38,441 -14%
Ameriprise
2
Ameriprise
Minnesota
$4.12M -$8.93M -163,747 -68%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.79M -$132K -2,425 -3%
Morgan Stanley
4
Morgan Stanley
New York
$3.6M -$9.04M -165,782 -71%
GT
5
Glenmede Trust
Pennsylvania
$2.86M
Jane Street
6
Jane Street
New York
$2.19M -$1.69M -31,001 -43%
EH
7
Equitable Holdings
New York
$2.14M +$114K +2,095 +6%
LPL Financial
8
LPL Financial
California
$2.08M +$94.9K +1,741 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.81M +$506K +9,281 +39%
OMC
10
Old Mission Capital
Illinois
$1.79M +$1.44M +26,381 +401%
TC
11
TAP Consulting
Missouri
$1.6M +$119K +2,188 +8%
PHS
12
Pekin Hardy Strauss
Illinois
$1.57M -$81.8K -1,500 -5%
1IA
13
1834 Investment Advisors
Wisconsin
$1.17M
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.09M -$148K -2,718 -12%
CI
16
CAZ Investments
Texas
$846K
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$626K +$34K +624 +6%
KAS
18
Kestra Advisory Services
Texas
$623K -$80.9K -1,484 -11%
UBS Group
19
UBS Group
Switzerland
$550K +$818 +15 +0.1%
PI
20
PFG Investments
New York
$533K +$536K +9,830 New
WP
21
WealthShield Partners
North Carolina
$526K +$69K +1,265 +15%
CTC
22
Central Trust Company
Missouri
$488K
Cerity Partners
23
Cerity Partners
New York
$486K +$488K +8,955 New
Simplex Trading
24
Simplex Trading
Illinois
$468K +$403K +7,396 +594%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$425K -$320K -5,873 -43%

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.