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United States Copper Index Fund
CPER

47 hedge funds and large institutions have $26.1M invested in United States Copper Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $5.41M | Put options by funds: $2.58M

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 46 → 47 (+1)

0.33% more ownership

Funds ownership: 19.5% → 19.83% (+0.33%)

1% less capital invested

Capital invested by funds: $26.5M → $26.1M (-$388K)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
14
Closed
7
Calls
$5.41M
Puts
$2.58M
Net Calls
+$2.83M
Net Calls Change
+$1.68M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$572K
2
Ameriprise
Ameriprise
Minnesota
+$452K
3
LPL Financial
LPL Financial
California
+$441K
4
Lazard Asset Management
Lazard Asset Management
New York
+$410K
5
Simplex Trading
Simplex Trading
Illinois
+$364K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
2
Jane Street
Jane Street
New York
-$1.06M
3
Osaic Holdings
Osaic Holdings
Arizona
-$537K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$281K
5
FTUS
Flow Traders U.S.
New York
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$164K +$157K +6,800 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$84.2K – – –
HI
28
Hoey Investments
Pennsylvania
$48.3K – – –
Bank of America
29
Bank of America
North Carolina
$47.8K – – –
T
30
Tidemark
California
$42.6K +$40.8K +1,764 New
CG
31
Cutler Group
California
$39K +$22.6K +979 +150%
CIA
32
Cape Investment Advisory
Georgia
$36.2K – – –
CYG
33
Clean Yield Group
Vermont
$29K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K +$23.8K +1,030 New
ASN
35
Advisory Services Network
Georgia
$16.1K +$15.4K +668 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$15.8K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$8.28K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$8K -$23 -1 -0.3%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$4.92K – – –
IA
40
IFS Advisors
Kansas
$4.83K – – –
EPW
41
Evergreen Private Wealth
Colorado
$3.42K +$3.28K +142 New
BC
42
Bartlett & Co
Ohio
$3K – – –
BCWM
43
Bartlett & Co Wealth Management
Ohio
$2.91K – – –
Group One Trading
44
Group One Trading
Illinois
$2K -$11.7K -506 -86%
AA
45
Ancora Advisors
Ohio
$1.3K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$24 +$23 +1 New
TRCT
47
Tower Research Capital (TRC)
New York
$24 +$23 +1 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$281K -12,222 Closed
FTUS
49
Flow Traders U.S.
New York
– -$267K -11,593 Closed
Creative Planning
50
Creative Planning
Kansas
– -$27.6K -1,199 Closed
1
2
3

CPER Hedge Fund Activity: Q4 2023 in Review

47 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2023, worth a combined $26.1M — down 1.5% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CPER positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $572K. The largest seller was Susquehanna International Group, cutting an estimated $1.12M.

  • 47 institutional investors held United States Copper Index Fund (CPER) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $26.1M of United States Copper Index Fund stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 8 funds opened new United States Copper Index Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest United States Copper Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $572K added.
  • The largest United States Copper Index Fund seller in Q4 2023 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2023.