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PIMCO Commodity Strategy Active ETF (CMDT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for PIMCO Commodity Strategy Active ETF (NYSEARCA:CMDT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$66.99M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.22M
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CMDT Institutional Buying and Selling by Quarter

PIMCO Commodity Strategy Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Fidelity D & D Bancorp Inc.138,293$3.49M2.5%+21.9%1.365%
2/14/2025 Jane Street Group LLC8,632$218K0.0%-22.6%0.085%
2/14/2025 Freedom Investment Management Inc.16,026$404K0.0%-7.5%0.158%
2/14/2025 GeoWealth Management LLC10,485$265K0.0%+130.7%0.104%
2/13/2025 Wells Fargo & Company MN240,071$6.06M0.0%+44.2%2.370%
2/12/2025 Lokken Investment Group LLC119,789$3.02M1.3%+45.4%1.183%
2/12/2025 Orion Portfolio Solutions LLC530,384$13.39M0.1%+0.5%5.236%
2/10/2025 Hollencrest Capital Management132,222$3.34M0.1%-0.6%1.305%
2/7/2025 Independent Advisor Alliance50,699$1.28M0.0%N/A0.500%
1/29/2025 Howard Bailey Securities LLC15,451$390K0.1%-4.1%0.153%
1/29/2025 Authentikos Wealth Advisory LLC10,888$275K0.3%+8.1%0.107%
1/28/2025 Apollon Wealth Management LLC1,080,841$27.28M0.6%+3.6%10.670%
1/28/2025 Apollon Financial LLC91,467$2.31M0.6%+50.0%0.903%
1/23/2025 M Wealth Management LLC11,712$296K0.3%N/A0.116%
1/22/2025 Foundations Investment Advisors LLC34,606$873K0.0%-2.7%0.342%
1/21/2025 B.O.S.S. Retirement Advisors LLC32,413$818K0.2%N/A0.320%
1/21/2025 Exchange Traded Concepts LLC640,425$16.16M0.3%-8.5%6.322%
1/13/2025 Elevated Capital Advisors LLC22,322$563K0.2%+31.9%0.220%
12/6/2024Fidelity D & D Bancorp Inc.113,422$3.03M2.0%+21.4%1.120%
11/15/2024 Orion Portfolio Solutions LLC527,700$14.11M0.3%+1.1%5.209%
11/15/2024 Jane Street Group LLC11,156$298K0.0%-47.0%0.110%
11/13/2024 Freedom Investment Management Inc.17,323$463K0.0%+128.2%0.171%
11/5/2024 Apollon Financial LLC60,961$1.63M0.5%+4.4%0.602%
11/5/2024 Apollon Wealth Management LLC1,043,510$27.89M0.8%+11.4%10.301%
11/1/2024 Hollencrest Capital Management132,993$3.56M0.1%+12.9%1.313%
10/22/2024 Lake Street Private Wealth LLC73,155$1.96M0.3%-4.5%0.722%
10/22/2024 Elevated Capital Advisors LLC16,927$452K0.1%+93.9%0.167%
10/21/2024 Foundations Investment Advisors LLC35,553$950K0.0%-14.5%0.351%
10/10/2024 Exchange Traded Concepts LLC699,645$18.70M0.4%-13.6%6.907%
10/8/2024 CWM LLC357,885$9.57M0.0%+6.7%3.533%
8/13/2024 AE Wealth Management LLC173,525$4.73M0.0%+14.1%1.713%
8/13/2024 Hollencrest Capital Management117,832$3.21M0.1%+8.5%1.163%
8/12/2024 Lokken Investment Group LLC79,794$2.17M1.0%+6.9%0.788%
8/6/2024Fidelity D & D Bancorp Inc.93,417$2.55M1.9%N/A0.922%
8/6/2024 Lloyd Advisory Services LLC.59,788$1.63M0.8%N/A0.590%
8/2/2024 Foundations Investment Advisors LLC41,574$1.13M0.0%N/A0.410%
8/1/2024 Elevated Capital Advisors LLC8,730$238K0.1%N/A0.086%
7/20/2024 Apollon Financial LLC58,402$1.59M0.5%N/A0.577%
7/20/2024 Apollon Wealth Management LLC936,520$25.51M0.8%N/A9.245%
7/10/2024 CWM LLC335,427$9.14M0.0%-0.6%3.311%
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5/9/2024 Great Lakes Retirement Inc.13,490$366K0.1%N/A0.133%
5/9/2024 Orion Portfolio Solutions LLC532,375$14.45M0.2%N/A5.255%
5/2/2024 Hollencrest Capital Management108,609$2.95M0.1%N/A1.190%
4/19/2024 Lake Street Private Wealth LLC85,215$2.31M0.3%N/A0.933%
2/1/2024 CWM LLC404,678$10.40M0.1%-20.3%5.136%
10/11/2023 CWM LLC507,491$13.86M0.1%N/A6.440%
(Data available from 1/1/2016 forward)

CMDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMDT shares?

During the previous two years, 23 institutional investors and hedge funds held shares of PIMCO Commodity Strategy Active ETF. The most heavily invested institutionals were Apollon Wealth Management LLC ($27.28M), Exchange Traded Concepts LLC ($16.16M), Orion Portfolio Solutions LLC ($13.39M), CWM LLC ($9.57M), Wells Fargo & Company MN ($6.06M), AE Wealth Management LLC ($4.73M), and Fidelity D & D Bancorp Inc. ($3.49M).Learn more on CMDT's institutional investors.

Which institutional investors have been buying PIMCO Commodity Strategy Active ETF stock?

Of the 20 institutional investors that purchased PIMCO Commodity Strategy Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apollon Wealth Management LLC ($1.08M), Orion Portfolio Solutions LLC ($540.72K), CWM LLC ($529.95K), Fidelity D & D Bancorp Inc. ($138.29K), Hollencrest Capital Management ($132.99K), Apollon Financial LLC ($91.47K), and Lake Street Private Wealth LLC ($85.22K).

How much institutional buying is happening at PIMCO Commodity Strategy Active ETF?

Institutional investors have bought a total of 2,985,532 shares in the last 24 months. This purchase volume represents approximately $80.85M in transactions.

Which PIMCO Commodity Strategy Active ETF major shareholders have been selling company stock?

The following institutional investors have sold PIMCO Commodity Strategy Active ETF stock in the last 24 months: Exchange Traded Concepts LLC ($169.20K), CWM LLC ($104.69K), Jane Street Group LLC ($12.41K), Foundations Investment Advisors LLC ($6.97K), Lake Street Private Wealth LLC ($3.41K), Freedom Investment Management Inc. ($1.30K), and Hollencrest Capital Management ($771.00).

How much institutional selling is happening at PIMCO Commodity Strategy Active ETF?

Institutional investors have sold a total of 299,400 shares in the last 24 months. This volume of shares sold represents approximately $7.86M in transactions.



This page (NYSEARCA:CMDT) was last updated on 2/22/2025 by MarketBeat.com Staff
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