United States Copper Index Fund
CPER
8 hedge funds and large institutions have $2.91M invested in United States Copper Index Fund in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
9.01% less ownership
Funds ownership: 34.19% → 25.19% (-9%)
18% less capital invested
Capital invested by funds: $3.55M → $2.91M (-$642K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.67K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.45K |
| 3 |
Morgan Stanley
New York
|
+$740 |
| 4 |
LWA
Lenox Wealth Advisors
New York
|
+$673 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$672K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.77M | – | – | – |
|
|
2
Morgan Stanley
New York
| $57K | +$740 | +44 | +1% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $36K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $13K | +$8.45K | +502 | +198% |
|
|
FMP
5
Financial Management Professionals
Austin,
Texas
| $10K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$9.67K | +575 | New |
|
|
IF
7
Ironwood Financial
Tucson,
Arizona
| $7K | – | – | – |
|
|
LWA
8
Lenox Wealth Advisors
New York
| $1K | +$673 | +40 | New |
|
|
VF
9
Virtu Financial
New York
| – | -$672K | -41,692 | Closed |
|
CPER Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2019, worth a combined $2.91M — down 18% from $3.55M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CPER positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $9.67K. The largest seller was Virtu Financial, exiting entirely with an estimated $672K sold.
- 8 institutional investors held United States Copper Index Fund (CPER) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $2.91M of United States Copper Index Fund stock for Q4 2019, down 18% quarter-over-quarter.
- 2 funds opened new United States Copper Index Fund positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest United States Copper Index Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $9.67K added.
- The largest United States Copper Index Fund seller in Q4 2019 was Virtu Financial, an estimated $672K sold.
Based on aggregated 13F filings for Q4 2019.