United States Copper Index Fund
CPER
53 hedge funds and large institutions have $37.7M invested in United States Copper Index Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
59% more capital invested
Capital invested by funds: $23.7M → $37.7M (+$14M)
20% more funds holding
Funds holding: 44 → 53 (+9)
4.48% more ownership
Funds ownership: 17.46% → 21.95% (+4.5%)
1% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $12.2M
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.63M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.57M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$793K |
| 3 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$693K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$158K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $1.64K | -$23.9K | -1,088 | -94% |
|
|
CA
52
CoreCap Advisors
Southfield,
Michigan
| $416 | +$395 | +18 | New |
|
|
WWP
53
WR Wealth Planners
Columbia,
Missouri
| $393 | +$110 | +5 | +42% |
|
|
NFG
54
Nadler Financial Group
Deerfield,
Illinois
| – | -$693K | -33,907 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$234 | -10,971 | Closed |
|
56
BNP Paribas Financial Markets
Paris,
France
| – | -$34.8K | -1,704 | Closed |
|
|
BTI
57
Blue Trust Inc
Alpharetta,
Georgia
| – | -$32K | -1,440 | Closed |
|
58
Rockefeller Capital Management
New York
| – | -$2K | -108 | Closed |
|
CPER Hedge Fund Activity: Q4 2022 in Review
53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2022, worth a combined $37.7M — up 59% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CPER positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $4.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.
- 53 institutional investors held United States Copper Index Fund (CPER) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $37.7M of United States Copper Index Fund stock for Q4 2022, up 59% quarter-over-quarter.
- 15 funds opened new United States Copper Index Fund positions in Q4 2022 and 5 closed out, a net change of +10 holders.
- The largest United States Copper Index Fund buyer in Q4 2022 was Jane Street, an estimated $4.3M added.
- The largest United States Copper Index Fund seller in Q4 2022 was Susquehanna International Group, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2022.