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United States Copper Index Fund

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: 6677 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
51
Clean Yield Group
Vermont
$38K
FFA
52
Farther Finance Advisors
California
$31.6K +$23.7K +800 +400%
KWM
53
Kiker Wealth Management
Georgia
$31.6K +$29.7K +1,000 New
AF
54
Advisornet Financial
Minnesota
$28.5K
HWP
55
Highline Wealth Partners
California
$25.3K +$23.7K +800 New
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$23.4K
AAS
57
Ameritas Advisory Services
Nebraska
$19.8K +$18.6K +627 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$19K +$17.8K +600 New
VWM
59
Vermillion Wealth Management
Minnesota
$17K -$14.3K -481 -47%
OAJ
60
Ogorek Anthony Joseph
New York
$11K
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$10.9K
CAL
62
Capital Analysts LLC
Pennsylvania
$9K
RWM
63
Rialto Wealth Management
New York
$7.53K
SIC
64
SJS Investment Consulting
Ohio
$7.18K
IA
65
IFS Advisors
Kansas
$6.33K
EPW
66
Evergreen Private Wealth
Colorado
$4.49K
BCWM
67
Bartlett & Co Wealth Management
Ohio
$3.8K
JP Morgan Chase
68
JP Morgan Chase
New York
$2.97K -$22.6K -763 -89%
PSFG
69
Park Square Financial Group
Georgia
$2.69K
TCM
70
Tradewinds Capital Management
Washington
$1.9K
MYIA
71
Mount Yale Investment Advisors
Colorado
$1.52K +$1.42K +48 New
CWM
72
Copia Wealth Management
Oregon
$1.27K +$1.19K +40 New
JFG
73
JDM Financial Group
Texas
$1.17K +$1.1K +37 New
CA
74
CoreCap Advisors
Michigan
$570
CW
75
Curio Wealth
Maryland
$32

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.