We are live on ! Find out more
CPER icon

United States Copper Index Fund
CPER

60 hedge funds and large institutions have $23.5M invested in United States Copper Index Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $2.04M

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1.19% less ownership

Funds ownership: 17.69% → 16.51% (-1.2%)

2% less funds holding

Funds holding: 61 → 60 (-1)

23% less capital invested

Capital invested by funds: $30.4M → $23.5M (-$6.86M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
9
Reduced
14
Closed
16
Calls
$3.44M
Puts
$2.04M
Net Calls
+$1.4M
Net Calls Change
-$12.5M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.28M
2
Citadel Advisors
Citadel Advisors
Florida
+$970K
3
FTUS
Flow Traders U.S.
New York
+$929K
4
Jane Street
Jane Street
New York
+$665K
5
Stifel Financial
Stifel Financial
Missouri
+$408K

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$3.14M
2
Simplex Trading
Simplex Trading
Illinois
-$1.37M
3
MA
Mutual Advisors
Nebraska
-$1.25M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$750K
5
JP Morgan Chase
JP Morgan Chase
New York
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$264K -$264K -9,854 -48%
AA
27
Advisory Alpha
Michigan
$261K -$14.3K -535 -5%
DI
28
Diligent Investors
California
$240K +$6.69K +250 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$238K -$22.3K -832 -8%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$221K +$235K +8,790 New
FCP
31
Fidelis Capital Partners
Florida
$215K – – –
SAM
32
Synergy Asset Management
Washington
$161K +$152K +5,685 New
HI
33
Hoey Investments
Pennsylvania
$130K -$90.9K -3,400 -40%
BCM
34
Basso Capital Management
Connecticut
$50.3K +$53.5K +2,000 New
Bank of America
35
Bank of America
North Carolina
$49.8K – – –
CFD
36
Creative Financial Designs
Indiana
$48.8K +$48.7K +1,820 +1,542%
T
37
Tidemark
California
$44.4K – – –
AF
38
Allworth Financial
California
$41.7K +$41.3K +1,543 New
CIA
39
Cape Investment Advisory
Georgia
$37.7K – – –
WWP
40
WR Wealth Planners
Missouri
$31.8K -$35.1K -1,314 -51%
CYG
41
Clean Yield Group
Vermont
$30.2K – – –
VWM
42
Vermillion Wealth Management
Minnesota
$25.6K +$27.2K +1,018 New
AF
43
Advisornet Financial
Minnesota
$22.6K – – –
CAL
44
Capital Analysts LLC
Pennsylvania
$19K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$18.6K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$8.63K – – –
OAJ
47
Ogorek Anthony Joseph
New York
$8K +$9.36K +350 New
RWM
48
Rialto Wealth Management
New York
$5.99K +$6.37K +238 New
SIC
49
SJS Investment Consulting
Ohio
$5.71K – – –
IA
50
IFS Advisors
Kansas
$5.03K – – –
1
2
3 4

CPER Hedge Fund Activity: Q4 2024 in Review

60 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2024, worth a combined $23.5M — down 23% from $30.4M a quarter earlier.

Fund positioning in CPER was balanced in Q4 2024: 16 funds opened new positions, 16 closed out, 9 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.28M. The largest seller was Wolverine Trading, exiting entirely with an estimated $3.14M sold.

  • 60 institutional investors held United States Copper Index Fund (CPER) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $23.5M of United States Copper Index Fund stock for Q4 2024, down 23% quarter-over-quarter.
  • 16 funds opened new United States Copper Index Fund positions in Q4 2024 and 16 closed out, a net change of 0 holders.
  • The largest United States Copper Index Fund buyer in Q4 2024 was Susquehanna International Group, an estimated $2.28M added.
  • The largest United States Copper Index Fund seller in Q4 2024 was Wolverine Trading, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2024.