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US Commodity Index
USCI

40 hedge funds and large institutions have $29.9M invested in US Commodity Index in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,542% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $12K

5.43% less ownership

Funds ownership: 23.24% → 17.81% (-5.4%)

13% less funds holding

Funds holding: 46 → 40 (-6)

28% less capital invested

Capital invested by funds: $41.3M → $29.9M (-$11.4M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
12
Closed
9
Calls
$1.76M
Puts
$12K
Net Calls
+$1.75M
Net Calls Change
+$450K

Top Buyers

1
EH
Equitable Holdings
New York
+$1.23M
2
MML Investors Services
MML Investors Services
Massachusetts
+$518K
3
KAS
Kestra Advisory Services
Texas
+$430K
4
Creative Planning
Creative Planning
Kansas
+$380K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$236K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.75M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.08M
3
Morgan Stanley
Morgan Stanley
New York
-$1.95M
4
FTUS
Flow Traders U.S.
New York
-$1.85M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$4.25M +$1.23M +21,129 +44%
GT
2
Glenmede Trust
Pennsylvania
$3.22M – – –
LPL Financial
3
LPL Financial
California
$2.76M -$155K -2,666 -6%
Ameriprise
4
Ameriprise
Minnesota
$2.37M -$316K -5,444 -12%
Morgan Stanley
5
Morgan Stanley
New York
$1.94M -$1.95M -33,556 -51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.91M +$199K +3,428 +12%
PHS
7
Pekin Hardy Strauss
Illinois
$1.63M -$48.7K -840 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.31M -$2.08M -35,861 -62%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M – – –
Wells Fargo
10
Wells Fargo
California
$1.16M -$201K -3,467 -15%
KAS
11
Kestra Advisory Services
Texas
$994K +$430K +7,405 +83%
CI
12
CAZ Investments
Texas
$951K – – –
MML Investors Services
13
MML Investors Services
Massachusetts
$773K +$518K +8,932 +238%
WP
14
WealthShield Partners
North Carolina
$648K +$52.7K +908 +9%
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$630K -$14.7K -253 -2%
Cerity Partners
16
Cerity Partners
New York
$564K +$17K +293 +3%
UBS Group
17
UBS Group
Switzerland
$536K -$19.8K -341 -4%
Creative Planning
18
Creative Planning
Kansas
$399K +$380K +6,551 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$354K +$129K +2,227 +62%
ADL
20
Asset Dedication LLC
California
$334K +$5.4K +93 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$319K -$23.7K -408 -7%
RGC
22
Roberts, Glore & Co
Illinois
$263K – – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$248K +$236K +4,064 New
Osaic Holdings
24
Osaic Holdings
Arizona
$246K -$134K -2,305 -36%
AWS
25
Atria Wealth Solutions
New York
$229K +$218K +3,750 New
1
2

USCI Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2024, worth a combined $29.9M — down 28% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USCI and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Equitable Holdings, adding an estimated $1.23M. The largest seller was Jane Street, exiting entirely with an estimated $7.75M sold.

  • 40 institutional investors held US Commodity Index (USCI) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $29.9M of US Commodity Index stock for Q1 2024, down 28% quarter-over-quarter.
  • 4 funds opened new US Commodity Index positions in Q1 2024 and 9 closed out, a net change of -5 holders.
  • The largest US Commodity Index buyer in Q1 2024 was Equitable Holdings, an estimated $1.23M added.
  • The largest US Commodity Index seller in Q1 2024 was Jane Street, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2024.