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United States Copper Index Fund

47 hedge funds and large institutions have $27.3M invested in United States Copper Index Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $4.33M

0.18% more ownership

Funds ownership: 20.85%21.03% (+0.18%)

6% less funds holding

Funds holding: 5047 (-3)

14% less capital invested

Capital invested by funds: $31.7M → $27.3M (-$4.39M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
17
Closed
10
Calls
$5.47M
Puts
$4.33M
Net Calls
+$1.14M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$186K +$8.62K +365 +5%
UBS Group
27
UBS Group
Switzerland
$159K -$41.3K -1,747 -20%
S
28
SignatureFD
Georgia
$147K +$150K +6,330 New
CG
29
Cutler Group
California
$92K +$19.1K +808 +25%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$89K +$6.73K +285 +8%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$81.4K
Bank of America
32
Bank of America
North Carolina
$45.9K
CFGS
33
Concourse Financial Group Securities
Alabama
$36.9K -$2.76K -117 -7%
CIA
34
Cape Investment Advisory
Georgia
$34.8K
CYG
35
Clean Yield Group
Vermont
$27.8K
SWM
36
Spire Wealth Management
Virginia
$23.1K +$14.1K +596 +149%
Group One Trading
37
Group One Trading
Illinois
$13.7K +$13.9K +589 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$7.96K
AF
39
Allworth Financial
California
$5.22K
Citadel Advisors
40
Citadel Advisors
Florida
$5.13K +$4.2K +178 +414%
TSWM
41
Tyler-Stone Wealth Management
Ohio
$5K +$4.82K +204 New
IA
42
IFS Advisors
Kansas
$4.64K
IPW
43
Impact Partnership Wealth
Georgia
$4.43K +$4.51K +191 New
BC
44
Bartlett & Co
Ohio
$3K
BCWM
45
Bartlett & Co Wealth Management
Ohio
$2.78K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.18K +$1.21K +51 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1K -$686K -29,027 -100%
BRWA
48
B. Riley Wealth Advisors
Florida
-$1.65M -66,083 Closed
CA
49
Cetera Advisors
Colorado
-$451K -18,090 Closed
OMC
50
Old Mission Capital
Illinois
-$394K -15,783 Closed

CPER Hedge Fund Activity: Q2 2023 in Review

47 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2023, worth a combined $27.3M — down 14% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CPER and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.88M. The largest seller was LPL Financial, cutting an estimated $2.8M.

  • 47 institutional investors held United States Copper Index Fund (CPER) as of Q2 2023, down from 50 in Q1 2023.
  • Funds reported $27.3M of United States Copper Index Fund stock for Q2 2023, down 14% quarter-over-quarter.
  • 7 funds opened new United States Copper Index Fund positions in Q2 2023 and 10 closed out, a net change of -3 holders.
  • The largest United States Copper Index Fund buyer in Q2 2023 was Jane Street, an estimated $3.88M added.
  • The largest United States Copper Index Fund seller in Q2 2023 was LPL Financial, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2023.