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United States Copper Index Fund
CPER

66 hedge funds and large institutions have $84.5M invested in United States Copper Index Fund in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

130% more capital invested

Capital invested by funds: $36.7M → $84.5M (+$47.8M)

69% more funds holding

Funds holding: 39 → 66 (+27)

22% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $6.49M

7.65% more ownership

Funds ownership: 19.2% → 26.85% (+7.7%)

Holders
66
Holders Change
+27
Holders Change %
+69.23%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
22
Reduced
3
Closed
7
Calls
$7.92M
Puts
$6.49M
Net Calls
+$1.43M
Net Calls Change
+$1.21M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$12.5M
2
FTUS
Flow Traders U.S.
New York
+$7.05M
3
EF
Empowered Funds
Pennsylvania
+$5.24M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.97M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
AO
Advisor OS
Illinois
-$2.17M
2
FSA
Financial Services Advisory
Maryland
-$1.12M
3
BRWA
B. Riley Wealth Advisors
Florida
-$845K
4
Belvedere Trading
Belvedere Trading
Illinois
-$501K
5
IAIM
International Assets Investment Management
Florida
-$26K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$541K +$113K +4,159 +25%
CG
27
Cutler Group
California
$486K +$461K +16,981 +1,071%
PFA
28
Pettinga Financial Advisors
Indiana
$410K +$425K +15,650 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$375K +$389K +14,327 New
GC
30
Garde Capital
Washington
$342K +$354K +13,040 New
Wells Fargo
31
Wells Fargo
California
$324K +$138K +5,095 +70%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$291K +$301K +11,100 New
Group One Trading
33
Group One Trading
Illinois
$275K +$204K +7,500 +250%
PAS
34
Park Avenue Securities
New York
$269K +$278K +10,252 New
APA
35
American Portfolios Advisors
New York
$264K +$273K +10,052 +71,800%
AAS
36
Avantax Advisory Services
Texas
$254K – – –
WA
37
WESPAC Advisors
California
$253K +$262K +9,657 New
UBS Group
38
UBS Group
Switzerland
$244K +$252K +9,290 New
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$224K +$232K +8,551 New
S
40
SignatureFD
Georgia
$202K – – –
Simplex Trading
41
Simplex Trading
Illinois
$197K +$205K +7,545 New
SC
42
Solstein Capital
California
$148K +$58.9K +2,168 +62%
CTC
43
Central Trust Company
Missouri
$121K – – –
BAM
44
Belpointe Asset Management
Nevada
$120K -$679 -25 -0.5%
AWA
45
Arkadios Wealth Advisors
Georgia
$89K +$54.3K +2,000 +140%
Morgan Stanley
46
Morgan Stanley
New York
$70K -$7.14K -263 -9%
LTI
47
Laffer Tengler Investments
Tennessee
$63.6K -$2.23K -82 -3%
Citigroup
48
Citigroup
New York
$46K +$978 +36 +2%
BAM
49
Barrett Asset Management
New York
$46K +$47.5K +1,750 New
ASN
50
Advisory Services Network
Georgia
$36K +$37.4K +1,377 New
1
2
3

CPER Hedge Fund Activity: Q2 2021 in Review

66 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2021, worth a combined $84.5M — up 130% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CPER positions and 7 closed out — a net gain of 27 holders — while 22 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $12.5M. The largest seller was Advisor OS, exiting entirely with an estimated $2.17M sold.

  • 66 institutional investors held United States Copper Index Fund (CPER) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $84.5M of United States Copper Index Fund stock for Q2 2021, up 130% quarter-over-quarter.
  • 34 funds opened new United States Copper Index Fund positions in Q2 2021 and 7 closed out, a net change of +27 holders.
  • The largest United States Copper Index Fund buyer in Q2 2021 was Jane Street, an estimated $12.5M added.
  • The largest United States Copper Index Fund seller in Q2 2021 was Advisor OS, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2021.