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United States Copper Index Fund

50 hedge funds and large institutions have $38.5M invested in United States Copper Index Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $26.1M → $38.5M (+$12.4M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

40% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.87M

6% more funds holding

Funds holding: 4750 (+3)

5.04% more ownership

Funds ownership: 19.83%24.87% (+5%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
9
Closed
10
Calls
$2.61M
Puts
$1.87M
Net Calls
+$746K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$219K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$207K +$199K +8,246 New
WWP
28
WR Wealth Planners
Missouri
$74.9K -$1.68M -69,834 -96%
GWM
29
Geneos Wealth Management
Colorado
$57K +$54.7K +2,271 New
Bank of America
30
Bank of America
North Carolina
$49.7K
T
31
Tidemark
California
$44.3K
CIA
32
Cape Investment Advisory
Georgia
$37.7K
CYG
33
Clean Yield Group
Vermont
$30.1K
HI
34
Hoey Investments
Pennsylvania
$25.1K -$24.1K -1,000 -50%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$21.3K -$66.8K -2,775 -79%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$14K +$13.1K +543 New
Group One Trading
37
Group One Trading
Illinois
$13.2K +$10.6K +441 +531%
Comerica Bank
38
Comerica Bank
Texas
$10.7K +$10.3K +427 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$9K +$24 +1 +0.3%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$8.62K
Wells Fargo
41
Wells Fargo
California
$6.83K +$6.55K +272 New
TSWM
42
Tyler-Stone Wealth Management
Ohio
$5.12K
IA
43
IFS Advisors
Kansas
$5.02K
EPW
44
Evergreen Private Wealth
Colorado
$3.56K
BCWM
45
Bartlett & Co Wealth Management
Ohio
$3.01K
CG
46
Cutler Group
California
$3K -$35.7K -1,483 -91%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$2.54K +$2.41K +100 New
TCM
48
Tradewinds Capital Management
Washington
$1.51K +$1.44K +60 New
AA
49
Ancora Advisors
Ohio
$1.33K -$24 -1 -2%
CA
50
CoreCap Advisors
Michigan
$829 +$794 +33 New

CPER Hedge Fund Activity: Q1 2024 in Review

50 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2024, worth a combined $38.5M — up 48% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CPER positions and 10 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Bienville Capital Management, adding an estimated $6.52M. The largest seller was Jane Street, exiting entirely with an estimated $2.54M sold.

  • 50 institutional investors held United States Copper Index Fund (CPER) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $38.5M of United States Copper Index Fund stock for Q1 2024, up 48% quarter-over-quarter.
  • 14 funds opened new United States Copper Index Fund positions in Q1 2024 and 10 closed out, a net change of +4 holders.
  • The largest United States Copper Index Fund buyer in Q1 2024 was Bienville Capital Management, an estimated $6.52M added.
  • The largest United States Copper Index Fund seller in Q1 2024 was Jane Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q1 2024.