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US Commodity Index

54 hedge funds and large institutions have $83.9M invested in US Commodity Index in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $922K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $85.4M → $83.9M (-$1.52M)

1.76% less ownership

Funds ownership: 36.46%34.7% (-1.8%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
14
Reduced
11
Closed
4
Calls
$3.38M
Puts
$922K
Net Calls
+$2.46M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
M
1
MATAURO
New York
$23.5M +$91.6K +1,290 +0.4%
CIM
2
Cambria Investment Management
California
$8.77M +$83.9K +1,181 +1%
Wells Fargo
3
Wells Fargo
California
$7.88M +$2.46M +34,607 +48%
Morgan Stanley
4
Morgan Stanley
New York
$6.83M +$438K +6,168 +7%
Ameriprise
5
Ameriprise
Minnesota
$6.65M -$6.58M -92,612 -51%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.73M +$2.01M +28,262 +57%
LPL Financial
7
LPL Financial
California
$3.18M -$138K -1,948 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.22M -$158K -2,220 -7%
PHS
9
Pekin Hardy Strauss
Illinois
$2M +$18.5K +260 +1%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.83M -$1.42M -19,958 -44%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.47M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.39M +$1.35M +18,965 New
KAS
13
Kestra Advisory Services
Texas
$1.15M +$527K +7,425 +89%
CI
14
CAZ Investments
Texas
$1.14M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.05M +$1.02M +14,377 New
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$985K +$59.9K +844 +7%
WP
17
WealthShield Partners
North Carolina
$946K +$37.1K +523 +4%
UBS Group
18
UBS Group
Switzerland
$714K +$242K +3,414 +54%
Raymond James Financial
19
Raymond James Financial
Florida
$685K +$456K +6,423 +220%
Cerity Partners
20
Cerity Partners
New York
$678K
MFG
21
Merit Financial Group
Georgia
$636K -$29.6K -417 -5%
ADL
22
Asset Dedication LLC
California
$592K +$22.7K +319 +4%
Creative Planning
23
Creative Planning
Kansas
$529K
RF
24
Rossby Financial
Florida
$379K -$71K -1,000 -16%
RGC
25
Roberts, Glore & Co
Illinois
$313K -$3.55K -50 -1%

USCI Hedge Fund Activity: Q2 2025 in Review

54 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q2 2025, worth a combined $83.9M — down 1.8% from $85.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USCI positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.46M. The largest seller was Ameriprise, cutting an estimated $6.58M.

  • 54 institutional investors held US Commodity Index (USCI) as of Q2 2025, up from 51 in Q1 2025.
  • Funds reported $83.9M of US Commodity Index stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 7 funds opened new US Commodity Index positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest US Commodity Index buyer in Q2 2025 was Wells Fargo, an estimated $2.46M added.
  • The largest US Commodity Index seller in Q2 2025 was Ameriprise, an estimated $6.58M sold.

Based on aggregated 13F filings for Q2 2025.