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United States Copper Index Fund

53 hedge funds and large institutions have $37.7M invested in United States Copper Index Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

59% more capital invested

Capital invested by funds: $23.7M → $37.7M (+$14M)

20% more funds holding

Funds holding: 4453 (+9)

4.48% more ownership

Funds ownership: 17.46%21.95% (+4.5%)

1% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $12.2M

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
14
Closed
5
Calls
$12.1M
Puts
$12.2M
Net Calls
-$125K
Net Calls Change
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$255K +$242K +11,032 New
HA
27
Herold Advisors
New York
$249K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$234K -$793K -36,132 -78%
CWP
29
Cyndeo Wealth Partners
Florida
$231K +$219K +10,000 New
CTC
30
Central Trust Company
Missouri
$227K
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$126K -$124K -5,644 -51%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$92.4K +$87.8K +4,000 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$81.2K +$16.2K +740 +27%
KIA
34
Kraematon Investment Advisors
Massachusetts
$46.2K +$43.9K +2,000 New
Bank of America
35
Bank of America
North Carolina
$45.7K
CFGS
36
Concourse Financial Group Securities
Alabama
$45.2K -$4.32K -197 -9%
CG
37
Cutler Group
California
$36K -$8.93K -407 -21%
IUHSA
38
Itau Unibanco Holding S.A.
Brazil
$35.8K +$33.9K +1,546 New
CYG
39
Clean Yield Group
Vermont
$27.7K
ASN
40
Advisory Services Network
Georgia
$15.4K +$14.7K +668 New
Citadel Advisors
41
Citadel Advisors
Florida
$8.24K +$7.84K +357 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$7.92K
IA
43
IFP Advisors
Florida
$6K +$4.43K +202 New
GRP
44
Global Retirement Partners
California
$5.77K +$5.49K +250 New
AF
45
Allworth Financial
California
$5.2K
AWM
46
Accel Wealth Management
Iowa
$4.62K
BC
47
Bartlett & Co
Ohio
$3K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$2.77K
FFL
49
Financial Freedom LLC
Ohio
$2.12K +$2.02K +92 New
TCWA
50
Ten Capital Wealth Advisors
Washington
$1.66K

CPER Hedge Fund Activity: Q4 2022 in Review

53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2022, worth a combined $37.7M — up 59% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CPER positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $4.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 53 institutional investors held United States Copper Index Fund (CPER) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $37.7M of United States Copper Index Fund stock for Q4 2022, up 59% quarter-over-quarter.
  • 15 funds opened new United States Copper Index Fund positions in Q4 2022 and 5 closed out, a net change of +10 holders.
  • The largest United States Copper Index Fund buyer in Q4 2022 was Jane Street, an estimated $4.3M added.
  • The largest United States Copper Index Fund seller in Q4 2022 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.