United States Copper Index Fund
CPER
50 hedge funds and large institutions have $31.7M invested in United States Copper Index Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.
50% more call options, than puts
Call options by funds: $8.43M | Put options by funds: $5.6M
1.1% less ownership
Funds ownership: 21.95% → 20.85% (-1.1%)
6% less funds holding
Funds holding: 53 → 50 (-3)
16% less capital invested
Capital invested by funds: $37.7M → $31.7M (-$6.03M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.22M |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
+$1.83M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.42M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$717K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.64M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.79M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$851K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$549K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$527K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$8.64M | -374,309 | Closed |
|
|
52
Wolverine Trading
Chicago,
Illinois
| – | -$851K | -34,336 | Closed |
|
|
SG
53
StoneX Group
New York
| – | -$255K | -11,032 | Closed |
|
|
USCWA
54
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$92.4K | -4,000 | Closed |
|
|
KIA
55
Kraematon Investment Advisors
Braintree,
Massachusetts
| – | -$46.2K | -2,000 | Closed |
|
|
IUHSA
56
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$35.8K | -1,546 | Closed |
|
|
GRP
57
Global Retirement Partners
San Rafael,
California
| – | -$5.77K | -250 | Closed |
|
|
FFL
58
Financial Freedom LLC
Cincinnati,
Ohio
| – | -$2.12K | -92 | Closed |
|
|
TCWA
59
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$1.66K | -72 | Closed |
|
CPER Hedge Fund Activity: Q1 2023 in Review
50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2023, worth a combined $31.7M — down 16% from $37.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CPER and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $2.22M. The largest seller was Jane Street, exiting entirely with an estimated $8.64M sold.
- 50 institutional investors held United States Copper Index Fund (CPER) as of Q1 2023, down from 53 in Q4 2022.
- Funds reported $31.7M of United States Copper Index Fund stock for Q1 2023, down 16% quarter-over-quarter.
- 7 funds opened new United States Copper Index Fund positions in Q1 2023 and 9 closed out, a net change of -2 holders.
- The largest United States Copper Index Fund buyer in Q1 2023 was LPL Financial, an estimated $2.22M added.
- The largest United States Copper Index Fund seller in Q1 2023 was Jane Street, an estimated $8.64M sold.
Based on aggregated 13F filings for Q1 2023.