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US Commodity Index

48 hedge funds and large institutions have $48.3M invested in US Commodity Index in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $314K

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $32.6M → $48.3M (+$15.7M)

17% more funds holding

Funds holding: 4148 (+7)

5.1% more ownership

Funds ownership: 19.58%24.68% (+5.1%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
16
Closed
5
Calls
$1.43M
Puts
$314K
Net Calls
+$1.12M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$11.8M +$11.6M +199,994 New
Jane Street
2
Jane Street
New York
$4.56M +$733K +12,604 +20%
Ameriprise
3
Ameriprise
Minnesota
$3.47M +$26.4K +455 +0.8%
GT
4
Glenmede Trust
Pennsylvania
$3.12M
LPL Financial
5
LPL Financial
California
$3.02M +$551K +9,473 +23%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.28M +$2.17M +37,406 New
EH
7
Equitable Holdings
New York
$1.91M -$445K -7,655 -19%
Morgan Stanley
8
Morgan Stanley
New York
$1.78M -$49.8K -856 -3%
TC
9
TAP Consulting
Missouri
$1.69M -$639 -11 -0%
PHS
10
Pekin Hardy Strauss
Illinois
$1.67M -$11.6K -200 -0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.65M +$176K +3,022 +12%
Wells Fargo
12
Wells Fargo
California
$1.29M +$96.2K +1,655 +8%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M
CI
14
CAZ Investments
Texas
$923K
Osaic Holdings
15
Osaic Holdings
Arizona
$629K +$9.42K +162 +2%
PWM
16
Perigon Wealth Management
California
$592K +$581K +10,000 New
WP
17
WealthShield Partners
North Carolina
$585K -$83.6K -1,439 -13%
ZIMP
18
Zimmermann Investment Management & Planning
Pennsylvania
$583K -$66.8K -1,150 -10%
UBS Group
19
UBS Group
Switzerland
$563K +$3.9K +67 +0.7%
FTUS
20
Flow Traders U.S.
New York
$546K +$304K +5,224 +131%
KWM
21
Kingsview Wealth Management
Oregon
$539K +$118K +2,031 +29%
KAS
22
Kestra Advisory Services
Texas
$532K -$135K -2,321 -21%
Cerity Partners
23
Cerity Partners
New York
$530K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$357K -$80.4K -1,383 -19%
BCM
25
Barometer Capital Management
Ontario, Canada
$349K +$343K +5,900 New

USCI Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q3 2023, worth a combined $48.3M — up 48% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USCI positions and 5 closed out — a net gain of 7 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $11.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.28M sold.

  • 48 institutional investors held US Commodity Index (USCI) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $48.3M of US Commodity Index stock for Q3 2023, up 48% quarter-over-quarter.
  • 12 funds opened new US Commodity Index positions in Q3 2023 and 5 closed out, a net change of +7 holders.
  • The largest US Commodity Index buyer in Q3 2023 was Cambria Investment Management, an estimated $11.6M added.
  • The largest US Commodity Index seller in Q3 2023 was Old Mission Capital, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.