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United States Copper Index Fund
CPER

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

50% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $5.6M

1.1% less ownership

Funds ownership: 21.95% → 20.85% (-1.1%)

6% less funds holding

Funds holding: 53 → 50 (-3)

16% less capital invested

Capital invested by funds: $37.7M → $31.7M (-$6.03M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.22M
2
WWP
WR Wealth Planners
Missouri
+$1.83M
3
Ameriprise
Ameriprise
Minnesota
+$1.42M
4
MML Investors Services
MML Investors Services
Massachusetts
+$717K
5
CA
Cetera Advisors
Colorado
+$449K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.64M
2
OMC
Old Mission Capital
Illinois
-$2.79M
3
Wolverine Trading
Wolverine Trading
Illinois
-$851K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$549K
5
PFA
Pettinga Financial Advisors
Indiana
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$251K +$1.59K +64 +0.6%
CTC
27
Central Trust Company
Missouri
$245K – – –
SWRP
28
Summit Wealth & Retirement Planning
California
$215K +$214K +8,623 New
UBS Group
29
UBS Group
Switzerland
$215K +$212K +8,537 +12,024%
Morgan Stanley
30
Morgan Stanley
New York
$191K -$137K -5,513 -42%
ASN
31
Advisory Services Network
Georgia
$113K +$96.1K +3,875 +580%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$88K -$47.7K -1,925 -35%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$87.7K – – –
CG
34
Cutler Group
California
$79K +$40.6K +1,639 +105%
Bank of America
35
Bank of America
North Carolina
$49.4K – – –
CFGS
36
Concourse Financial Group Securities
Alabama
$42.6K -$6.12K -247 -13%
CIA
37
Cape Investment Advisory
Georgia
$37.4K +$37.2K +1,500 New
AAS
38
Ameritas Advisory Services
Nebraska
$35.2K +$35.8K +1,445 New
CYG
39
Clean Yield Group
Vermont
$29.9K – – –
TAM
40
Tucker Asset Management
Colorado
$26.8K +$26.7K +1,075 New
SWM
41
Spire Wealth Management
Virginia
$9.98K +$9.92K +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 +$4.96K +200 New
BC
46
Bartlett & Co
Ohio
$3K – – –
BCWM
47
Bartlett & Co Wealth Management
Ohio
$2.99K – – –
IA
48
IFP Advisors
Florida
$2.79K -$1.49K -60 -30%
Citadel Advisors
49
Citadel Advisors
Florida
$1.07K -$7.79K -314 -88%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$253 -$248 -10 -0.1%
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CPER Hedge Fund Activity: Q1 2023 in Review

50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2023, worth a combined $31.7M — down 16% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CPER and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $2.22M. The largest seller was Jane Street, exiting entirely with an estimated $8.64M sold.

  • 50 institutional investors held United States Copper Index Fund (CPER) as of Q1 2023, down from 53 in Q4 2022.
  • Funds reported $31.7M of United States Copper Index Fund stock for Q1 2023, down 16% quarter-over-quarter.
  • 7 funds opened new United States Copper Index Fund positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest United States Copper Index Fund buyer in Q1 2023 was LPL Financial, an estimated $2.22M added.
  • The largest United States Copper Index Fund seller in Q1 2023 was Jane Street, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2023.