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United States Copper Index Fund

63 hedge funds and large institutions have $50.1M invested in United States Copper Index Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $38.5M → $50.1M (+$11.7M)

26% more funds holding

Funds holding: 5063 (+13)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.11% less ownership

Funds ownership: 24.87%22.76% (-2.1%)

15% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $5.17M

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
13
Reduced
11
Closed
10
Calls
$4.39M
Puts
$5.17M
Net Calls
-$788K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$24.5K +$25.3K +900 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$20.2K
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$9.33K
IAIM
54
International Assets Investment Management
Florida
$6.39K +$6.61K +235 New
IA
55
IFS Advisors
Kansas
$5.44K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5K -$9.64K -343 -63%
EPW
57
Evergreen Private Wealth
Colorado
$3.86K
BCWM
58
Bartlett & Co Wealth Management
Ohio
$3.27K
CFD
59
Creative Financial Designs
Indiana
$3.21K +$3.32K +118 New
RA
60
Rise Advisors
New York
$2.72K +$2.81K +100 New
TAM
61
Tucker Asset Management
Colorado
$1.91K +$1.97K +70 New
TCM
62
Tradewinds Capital Management
Washington
$1.63K
Simplex Trading
63
Simplex Trading
Illinois
-$825K -29,356 Closed
BCM
64
Bornite Capital Management
New York
-$716K -28,500 Closed
CWM
65
Centric Wealth Management
Illinois
-$273K -9,638 Closed
IWM
66
IHT Wealth Management
Illinois
-$230K -9,175 Closed
SWP
67
Stratos Wealth Partners
Ohio
-$219K -8,728 Closed
Group One Trading
68
Group One Trading
Illinois
-$14.7K -524 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
-$9.53K -339 -100%
Wells Fargo
70
Wells Fargo
California
-$6.83K -272 Closed
TSWM
71
Tyler-Stone Wealth Management
Ohio
-$5.12K -204 Closed
AA
72
Ancora Advisors
Ohio
-$1.33K -53 Closed
CA
73
CoreCap Advisors
Michigan
-$829 -33 Closed

CPER Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2024, worth a combined $50.1M — up 30% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CPER positions and 10 closed out — a net gain of 14 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.04M.

  • 63 institutional investors held United States Copper Index Fund (CPER) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $50.1M of United States Copper Index Fund stock for Q2 2024, up 30% quarter-over-quarter.
  • 24 funds opened new United States Copper Index Fund positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest United States Copper Index Fund buyer in Q2 2024 was Jane Street, an estimated $2.7M added.
  • The largest United States Copper Index Fund seller in Q2 2024 was JP Morgan Chase, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2024.