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United States Copper Index Fund
CPER

Overview Fund Activity

46 hedge funds and large institutions have $26.5M invested in United States Copper Index Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
16
Closed
7
Calls
$4.96M
Puts
$3.81M
Net Calls
+$1.15M
Net Calls Change
+$5K

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$3.78M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$626K
4
FTUS
4
Flow Traders U.S.
New York
$267K
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$1.12M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$468K
2
Wells Fargo
2
Wells Fargo
California
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$445K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$644K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
26
Simplex Trading
Illinois
$145K -$111K -4,841 -43%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$79K – – –
HI
28
Hoey Investments
Pennsylvania
$46K +$46K +2,000 New
Bank of America
29
Bank of America
North Carolina
$45.6K – – –
CIA
30
Cape Investment Advisory
Georgia
$34.5K – – –
Creative Planning
31
Creative Planning
Kansas
$27.6K +$27.6K +1,199 New
CYG
32
Clean Yield Group
Vermont
$26.8K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15.2K +$15.2K +645 New
CG
34
Cutler Group
California
$15K -$76.9K -3,353 -84%
Group One Trading
35
Group One Trading
Illinois
$13.6K – – –
SWM
36
Spire Wealth Management
Virginia
$9.21K -$13.7K -596 -60%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$8K -$82.1K -3,490 -91%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$7.9K – – –
AF
39
Allworth Financial
California
$5.18K – – –
TSWM
40
Tyler-Stone Wealth Management
Ohio
$5K – – –
IA
41
IFS Advisors
Kansas
$4.6K – – –
IPW
42
Impact Partnership Wealth
Georgia
$4.4K – – –
BC
43
Bartlett & Co
Ohio
$3K – – –
BCWM
44
Bartlett & Co Wealth Management
Ohio
$2.76K – – –
AA
45
Ancora Advisors
Ohio
$1.24K +$1.24K +54 New
S
46
SignatureFD
Georgia
$115 -$145K -6,325 -100%
Wells Fargo
47
Wells Fargo
California
– -$1.11M -47,696 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$706K -30,414 Closed
LTI
49
Laffer Tengler Investments
Tennessee
– -$280K -12,089 Closed
Lido Advisors
50
Lido Advisors
California
– -$225K -9,718 Closed
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