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United States Copper Index Fund

50 hedge funds and large institutions have $31.7M invested in United States Copper Index Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
19
Closed
9
Calls
$8.43M
Puts
$5.6M
Net Calls
+$2.83M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$251K +$1.6K +64 +0.6%
CTC
27
Central Trust Company
Missouri
$245K
SWRP
28
Summit Wealth & Retirement Planning
California
$215K +$215K +8,623 New
UBS Group
29
UBS Group
Switzerland
$215K +$213K +8,537 +12,024%
Morgan Stanley
30
Morgan Stanley
New York
$191K -$137K -5,513 -42%
ASN
31
Advisory Services Network
Georgia
$113K +$96.6K +3,875 +580%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$88K -$47.8K -1,925 -35%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$87.7K
CG
34
Cutler Group
California
$79K +$40.5K +1,639 +105%
Bank of America
35
Bank of America
North Carolina
$49.4K
CFGS
36
Concourse Financial Group Securities
Alabama
$42.6K -$6.16K -247 -13%
CIA
37
Cape Investment Advisory
Georgia
$37.4K +$37.4K +1,500 New
AAS
38
Ameritas Advisory Services
Nebraska
$35.2K +$35.2K +1,445 New
CYG
39
Clean Yield Group
Vermont
$29.9K
TAM
40
Tucker Asset Management
Colorado
$26.8K +$26.8K +1,075 New
SWM
41
Spire Wealth Management
Virginia
$9.98K +$9.98K +400 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$8.55K
AF
43
Allworth Financial
California
$5.61K
AWM
44
Accel Wealth Management
Iowa
$4.99K
IA
45
IFS Advisors
Kansas
$4.99K +$4.99K +200 New
BC
46
Bartlett & Co
Ohio
$3K
BCWM
47
Bartlett & Co Wealth Management
Ohio
$2.99K
IA
48
IFP Advisors
Florida
$2.79K -$1.18K -60 -30%
Citadel Advisors
49
Citadel Advisors
Florida
$1.07K -$7.83K -314 -88%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$253 -10 -0.1%