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United States Copper Index Fund
CPER

77 hedge funds and large institutions have $40.2M invested in United States Copper Index Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

17% more funds holding

Funds holding: 66 → 77 (+11)

5% more capital invested

Capital invested by funds: $38.3M → $40.2M (+$1.91M)

0.28% more ownership

Funds ownership: 18.94% → 19.21% (+0.28%)

48% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $9.11M

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
12
Closed
8
Calls
$4.76M
Puts
$9.11M
Net Calls
-$4.35M
Net Calls Change
-$9.97M

Top Buyers

Rank Fund Capital Flow
1
BIG
Brookwood Investment Group
Arizona
+$1.06M
2
LPL Financial
LPL Financial
California
+$754K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$623K
4
Cerity Partners
Cerity Partners
New York
+$593K
5
IMC Chicago
IMC Chicago
Illinois
+$439K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.23M
2
FTUS
Flow Traders U.S.
New York
-$729K
3
Ameriprise
Ameriprise
Minnesota
-$690K
4
UBS Group
UBS Group
Switzerland
-$667K
5
BCM
Basso Capital Management
Connecticut
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$429K +$8.16K +275 +2%
Wolverine Trading
27
Wolverine Trading
Illinois
$408K +$7.83K +264 +2%
IP
28
Isthmus Partners
Wisconsin
$405K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$387K -$51.3K -1,730 -12%
BCM
30
Basso Capital Management
Connecticut
$367K -$623K -21,000 -64%
MA
31
Mutual Advisors
Nebraska
$355K +$294K +9,894 New
KAS
32
Kestra Advisory Services
Texas
$350K +$328K +11,062 New
AA
33
Advisory Alpha
Michigan
$344K -$1.33K -45 -0.4%
HA
34
Herold Advisors
New York
$342K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$289K +$52.5K +1,769 +24%
HighTower Advisors
36
HighTower Advisors
Illinois
$272K -$85.9K -2,895 -25%
Morgan Stanley
37
Morgan Stanley
New York
$236K -$314K -10,590 -59%
OC
38
Oppenheimer & Co
New York
$222K +$208K +7,018 New
Bank of America
39
Bank of America
North Carolina
$221K +$148K +5,000 +253%
FCP
40
Fidelis Capital Partners
Florida
$217K – – –
HI
41
Hoey Investments
Pennsylvania
$163K – – –
Comerica Bank
42
Comerica Bank
Texas
$111K +$104K +3,510 New
Raymond James Financial
43
Raymond James Financial
Florida
$63.3K +$59.3K +2,000 New
CFD
44
Creative Financial Designs
Indiana
$61.3K – – –
KIM
45
Kestra Investment Management
Texas
$57.1K +$53.5K +1,805 New
T
46
Tidemark
California
$55.8K – – –
AF
47
Allworth Financial
California
$48.8K – – –
CIA
48
Cape Investment Advisory
Georgia
$47.5K – – –
GWM
49
Geneos Wealth Management
Colorado
$46.3K +$43.4K +1,464 New
PTC
50
Private Trust Company
Ohio
$44.7K +$41.9K +1,414 New
1
2
3 4

CPER Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2025, worth a combined $40.2M — up 5% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CPER positions and 8 closed out — a net gain of 12 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $1.06M. The largest seller was Jane Street, exiting entirely with an estimated $2.23M sold.

  • 77 institutional investors held United States Copper Index Fund (CPER) as of Q2 2025, up from 66 in Q1 2025.
  • Funds reported $40.2M of United States Copper Index Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 20 funds opened new United States Copper Index Fund positions in Q2 2025 and 8 closed out, a net change of +12 holders.
  • The largest United States Copper Index Fund buyer in Q2 2025 was Brookwood Investment Group, an estimated $1.06M added.
  • The largest United States Copper Index Fund seller in Q2 2025 was Jane Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2025.