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United States Oil Fund

166 hedge funds and large institutions have $518M invested in United States Oil Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 32.85%33.66% (+0.81%)

4% less capital invested

Capital invested by funds: $541M → $518M (-$22.4M)

9% less funds holding

Funds holding: 183166 (-17)

13% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.31B

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
166
Holders Change
-17
Holders Change %
-9.29%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
29
Reduced
44
Closed
38
Calls
$1.13B
Puts
$1.31B
Net Calls
-$176M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.05M +$1,000K +15,335 +1,382%
NA
52
NewEdge Advisors
Louisiana
$1.03M -$14.7K -225 -1%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$839K -$13K -200 -1%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$810K -$6.52K -100 -0.8%
SW
55
SVB Wealth
Massachusetts
$794K -$73.3K -1,125 -8%
MOS
56
MGO One Seven
Ohio
$775K +$63.6K +975 +9%
Creative Planning
57
Creative Planning
Kansas
$767K -$218K -3,339 -22%
SWA
58
Stratos Wealth Advisors
Ohio
$766K +$786K +12,058 New
CA
59
Clearstead Advisors
Ohio
$692K
GSEP
60
Golden State Equity Partners
California
$664K +$681K +10,452 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$644K -$404K -6,197 -38%
CL
62
CSS LLC
Illinois
$561K
WIP
63
WealthCare Investment Partners
Rhode Island
$542K -$6.52K -100 -1%
Truist Financial
64
Truist Financial
North Carolina
$528K
Mariner
65
Mariner
Kansas
$526K +$15K +230 +3%
CA
66
Cetera Advisors
Colorado
$508K -$89.2K -1,369 -15%
FWM
67
Finer Wealth Management
Massachusetts
$473K -$12.4K -190 -2%
KP
68
Keel Point
Alabama
$460K
FG
69
Formula Growth
Quebec, Canada
$451K
IAN
70
Integrated Advisors Network
Texas
$445K
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$432K +$443K +6,790 New
CAM
72
Cresset Asset Management
Illinois
$431K +$90.9K +1,395 +26%
WWP
73
WR Wealth Planners
Missouri
$399K
IP
74
Ignite Planners
California
$385K
PI
75
PEAK6 Investments
Illinois
$385K +$394K +6,051 New

USO Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2023, worth a combined $518M — down 4.1% from $541M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of USO and 22 opened new positions — a net loss of 16 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was Citadel Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $76.5M.

  • 166 institutional investors held United States Oil Fund (USO) as of Q2 2023, down from 183 in Q1 2023.
  • Funds reported $518M of United States Oil Fund stock for Q2 2023, down 4.1% quarter-over-quarter.
  • 22 funds opened new United States Oil Fund positions in Q2 2023 and 38 closed out, a net change of -16 holders.
  • The largest United States Oil Fund buyer in Q2 2023 was Citadel Advisors, an estimated $58.4M added.
  • The largest United States Oil Fund seller in Q2 2023 was Bank of America, an estimated $76.5M sold.

Based on aggregated 13F filings for Q2 2023.