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United States Copper Index Fund
CPER

78 hedge funds and large institutions have $59.4M invested in United States Copper Index Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

48% more capital invested

Capital invested by funds: $40.2M → $59.4M (+$19.2M)

5.69% more ownership

Funds ownership: 19.21% → 24.91% (+5.7%)

1% more funds holding

Funds holding: 77 → 78 (+1)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

2% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $8.15M

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
26
Reduced
11
Closed
20
Calls
$8.32M
Puts
$8.15M
Net Calls
+$168K
Net Calls Change
+$4.52M

Top Buyers

Rank Fund Capital Flow
1
HHAM
HITE Hedge Asset Management
Massachusetts
+$3.91M
2
EFI
EHP Funds Inc
Canada
+$3.34M
3
Ameriprise
Ameriprise
Minnesota
+$2.21M
4
BIG
Brookwood Investment Group
Arizona
+$1.97M
5
SB
Strategic Blueprint
Georgia
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$831K
2
IMC Chicago
IMC Chicago
Illinois
-$446K
3
Wolverine Trading
Wolverine Trading
Illinois
-$408K
4
MA
Mutual Advisors
Nebraska
-$355K
5
BWM
BigSur Wealth Management
Florida
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$683K +$685K +22,760 New
Lazard Asset Management
27
Lazard Asset Management
New York
$661K -$156K -5,173 -19%
Cerity Partners
28
Cerity Partners
New York
$611K +$11.1K +367 +2%
BWM
29
BigSur Wealth Management
Florida
$610K -$301K -10,000 -33%
GC
30
Garde Capital
Washington
$496K – – –
PFA
31
Pettinga Financial Advisors
Indiana
$458K +$30.7K +1,020 +7%
IP
32
Ignite Planners
California
$440K +$23.6K +783 +6%
WT
33
Whittier Trust
California
$439K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$434K +$177K +5,879 +68%
AFG
35
Atomi Financial Group
New York
$415K +$417K +13,837 New
KAS
36
Kestra Advisory Services
Texas
$393K +$61.8K +2,052 +19%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$385K +$18.2K +605 +5%
IP
38
Isthmus Partners
Wisconsin
$384K – – –
AA
39
Advisory Alpha
Michigan
$325K -$6.99K -232 -2%
HA
40
Herold Advisors
New York
$324K – – –
BCM
41
Basso Capital Management
Connecticut
$290K -$58.7K -1,950 -17%
HI
42
Hoey Investments
Pennsylvania
$251K +$96.3K +3,200 +62%
Morgan Stanley
43
Morgan Stanley
New York
$244K +$20.2K +670 +9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$244K -$29.8K -989 -11%
FCP
45
Fidelis Capital Partners
Florida
$237K – – –
PTP
46
Platform Technology Partners
New York
$232K +$233K +7,725 New
BJL
47
Brighton Jones LLC
Washington
$217K +$217K +7,220 New
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$214K +$215K +7,139 New
Bank of America
49
Bank of America
North Carolina
$209K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$182K +$182K +6,056 New
1
2
3 4

CPER Hedge Fund Activity: Q3 2025 in Review

78 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q3 2025, worth a combined $59.4M — up 48% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CPER positions and 20 closed out — a net gain of 1 holder — while 26 added to existing stakes and 11 trimmed.

The largest buyer was HITE Hedge Asset Management, opening a new position worth an estimated $3.91M. The largest seller was LPL Financial, cutting an estimated $831K.

  • 78 institutional investors held United States Copper Index Fund (CPER) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $59.4M of United States Copper Index Fund stock for Q3 2025, up 48% quarter-over-quarter.
  • 21 funds opened new United States Copper Index Fund positions in Q3 2025 and 20 closed out, a net change of +1 holder.
  • The largest United States Copper Index Fund buyer in Q3 2025 was HITE Hedge Asset Management, an estimated $3.91M added.
  • The largest United States Copper Index Fund seller in Q3 2025 was LPL Financial, an estimated $831K sold.

Based on aggregated 13F filings for Q3 2025.