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United States Copper Index Fund
CPER

63 hedge funds and large institutions have $50.1M invested in United States Copper Index Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $38.5M → $50.1M (+$11.7M)

26% more funds holding

Funds holding: 50 → 63 (+13)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.11% less ownership

Funds ownership: 24.87% → 22.76% (-2.1%)

15% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $5.17M

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
13
Reduced
11
Closed
10
Calls
$4.39M
Puts
$5.17M
Net Calls
-$788K
Net Calls Change
-$1.53M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.48M
3
Lazard Asset Management
Lazard Asset Management
New York
+$807K
4
WA
WESPAC Advisors
California
+$626K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$602K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.04M
2
Simplex Trading
Simplex Trading
Illinois
-$825K
3
BCM
Bornite Capital Management
New York
-$716K
4
Citadel Advisors
Citadel Advisors
Florida
-$631K
5
Ameriprise
Ameriprise
Minnesota
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Ironsides Asset Advisors
North Carolina
$428K +$442K +15,734 New
SA
27
Sanctuary Advisors
Indiana
$402K +$396K +14,080 New
PA
28
PFG Advisors
Arizona
$402K -$108K -3,836 -21%
LMKC
29
L.M. Kohn & Company
Ohio
$362K +$374K +13,317 New
IP
30
Isthmus Partners
Wisconsin
$348K – – –
Stifel Financial
31
Stifel Financial
Missouri
$337K -$31.4K -1,118 -8%
HA
32
Herold Advisors
New York
$294K – – –
MAC
33
Mason & Associates (California)
California
$285K +$295K +10,486 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$261K +$37.9K +1,349 +16%
AA
35
Advisory Alpha
Michigan
$255K +$263K +9,368 New
Wolverine Trading
36
Wolverine Trading
Illinois
$245K +$253K +9,012 New
HI
37
Hoey Investments
Pennsylvania
$233K +$212K +7,550 +755%
MA
38
Mutual Advisors
Nebraska
$216K +$237K +8,425 New
BCM
39
Brookstone Capital Management
Illinois
$211K +$217K +7,705 New
DI
40
Diligent Investors
California
$208K +$215K +7,640 New
CTC
41
Central Trust Company
Missouri
$182K +$188K +6,700 New
GWM
42
Geneos Wealth Management
Colorado
$81.5K +$20.4K +726 +32%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$72.9K +$69K +2,454 +2,454%
WWP
44
WR Wealth Planners
Missouri
$63.1K -$18.6K -662 -22%
Bank of America
45
Bank of America
North Carolina
$53.9K – – –
T
46
Tidemark
California
$48K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$44.2K +$44.9K +1,598 New
CIA
48
Cape Investment Advisory
Georgia
$40.8K – – –
Comerica Bank
49
Comerica Bank
Texas
$34.9K +$24.1K +856 +200%
CYG
50
Clean Yield Group
Vermont
$32.7K – – –
1
2
3

CPER Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2024, worth a combined $50.1M — up 30% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CPER positions and 10 closed out — a net gain of 14 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.04M.

  • 63 institutional investors held United States Copper Index Fund (CPER) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $50.1M of United States Copper Index Fund stock for Q2 2024, up 30% quarter-over-quarter.
  • 24 funds opened new United States Copper Index Fund positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest United States Copper Index Fund buyer in Q2 2024 was Jane Street, an estimated $2.7M added.
  • The largest United States Copper Index Fund seller in Q2 2024 was JP Morgan Chase, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2024.