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United States Copper Index Fund
CPER

Overview Fund Activity

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
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

1
Morgan Stanley
Morgan Stanley
New York
$1.25M
2
Ameriprise
Ameriprise
Minnesota
$962K
3
LPL Financial
LPL Financial
California
$1.8M
4
Lazard Asset Management
Lazard Asset Management
New York
$427K
5
Simplex Trading
Simplex Trading
Illinois
$532K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$682K
2
Jane Street
Jane Street
New York
$2.54M
3
Osaic Holdings
Osaic Holdings
Arizona
$531K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
5
Citadel Advisors
Citadel Advisors
Florida
$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$164K +$164K +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 +$42.6K +1,764 New
CG
31
Cutler Group
California
$39K +$23.4K +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 +$24.9K +1,030 New
ASN
35
Advisory Services Network
Georgia
$16.1K +$16.1K +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 -$24 -1 -0.3%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$4.93K – – –
IA
40
IFS Advisors
Kansas
$4.83K – – –
EPW
41
Evergreen Private Wealth
Colorado
$3.42K +$3.42K +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 -$12.2K -506 -86%
AA
45
Ancora Advisors
Ohio
$1.3K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$24 +$24 +1 New
TRCT
47
Tower Research Capital (TRC)
New York
$24 +$24 +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
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