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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$122K +$125K +4,155 New
ASN
52
Advisory Services Network
Georgia
$108K +$108K +3,592 New
BCWM
53
Ball & Co Wealth Management
Tennessee
$89K +$89.5K +2,974 New
CFD
54
Creative Financial Designs
Indiana
$84.6K +$26.6K +882 +46%
AF
55
Allworth Financial
California
$74K +$27.9K +925 +60%
T
56
Tidemark
California
$52.9K – – –
Group One Trading
57
Group One Trading
Illinois
$50K +$50.1K +1,665 New
HI
58
Harbour Investments
Wisconsin
$44K +$44.1K +1,465 New
CYG
59
Clean Yield Group
Vermont
$36K – – –
AAG
60
Armstrong Advisory Group
Massachusetts
$34.8K +$35K +1,161 New
AF
61
Advisornet Financial
Minnesota
$27K – – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$22.2K – – –
AAS
63
Ameritas Advisory Services
Nebraska
$18.8K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$16K -$1.81K -60 -10%
OAJ
65
Ogorek Anthony Joseph
New York
$10K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$9K – – –
SIS
67
Strategic Investment Solutions
Illinois
$7.5K +$7.53K +250 New
RWM
68
Rialto Wealth Management
New York
$7.14K – – –
SIC
69
SJS Investment Consulting
Ohio
$6.81K – – –
IA
70
IFS Advisors
Kansas
$6K – – –
EPW
71
Evergreen Private Wealth
Colorado
$4.25K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.07K +135 +13,500%
PTC
73
Private Trust Company
Ohio
$3.75K -$38.8K -1,289 -91%
HWP
74
Highline Wealth Partners
California
$3K -$21.1K -700 -88%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$3K +$3.01K +100 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.