We are live on ! Find out more
CPER icon

United States Copper Index Fund
CPER

39 hedge funds and large institutions have $36.7M invested in United States Copper Index Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

297% more capital invested

Capital invested by funds: $9.24M → $36.7M (+$27.4M)

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

117% more funds holding

Funds holding: 18 → 39 (+21)

16% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.38M

5.75% more ownership

Funds ownership: 13.45% → 19.2% (+5.7%)

Holders
39
Holders Change
+21
Holders Change %
+116.67%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
7
Reduced
2
Closed
3
Calls
$1.6M
Puts
$1.38M
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.33M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.34M
3
AO
Advisor OS
Illinois
+$2.1M
4
Stifel Financial
Stifel Financial
Missouri
+$1.51M
5
SWA
Stratos Wealth Advisors
Ohio
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$223K
2
FSA
Financial Services Advisory
Maryland
-$113K
3
TI
tru Independence
Oregon
-$28.3K
4
Simplex Trading
Simplex Trading
Illinois
-$7.66K
5
Morgan Stanley
Morgan Stanley
New York
-$1.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.44M +$8.33M +349,061 +1,015%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$5.51M +$5.34M +224,000 New
LPL Financial
3
LPL Financial
California
$3.51M +$433K +18,171 +15%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$2.77M – – –
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.69M +$1.24M +51,809 +90%
AO
6
Advisor OS
Illinois
$2.17M +$2.1M +87,927 New
Stifel Financial
7
Stifel Financial
Missouri
$1.56M +$1.51M +63,344 New
SWA
8
Stratos Wealth Advisors
Ohio
$1.42M +$1.37M +57,568 New
FSA
9
Financial Services Advisory
Maryland
$1.12M -$113K -4,717 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$912K +$835K +35,009 +1,735%
BRWA
11
B. Riley Wealth Advisors
Florida
$845K +$818K +34,307 New
NFG
12
Norris Financial Group
South Carolina
$776K +$752K +31,515 New
MML Investors Services
13
MML Investors Services
Massachusetts
$521K +$505K +21,169 New
Belvedere Trading
14
Belvedere Trading
Illinois
$501K +$485K +20,345 New
Citadel Advisors
15
Citadel Advisors
Florida
$413K +$401K +16,792 New
OC
16
Oppenheimer & Co
New York
$406K +$119K +4,997 +44%
FTUS
17
Flow Traders U.S.
New York
$305K +$295K +12,372 New
SWP
18
Stratos Wealth Partners
Ohio
$290K +$281K +11,778 New
AAS
19
Avantax Advisory Services
Texas
$239K +$231K +9,700 New
NFG
20
Nadler Financial Group
Illinois
$203K +$197K +8,240 New
S
21
SignatureFD
Georgia
$190K +$184K +7,700 New
Wells Fargo
22
Wells Fargo
California
$179K +$173K +7,257 New
CTC
23
Central Trust Company
Missouri
$113K – – –
BAM
24
Belpointe Asset Management
Nevada
$113K +$110K +4,595 New
SC
25
Solstein Capital
California
$85K +$82.8K +3,470 New
1
2

CPER Hedge Fund Activity: Q1 2021 in Review

39 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2021, worth a combined $36.7M — up 297% from $9.24M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CPER positions and 3 closed out — a net gain of 21 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.33M. The largest seller was Jane Street, exiting entirely with an estimated $223K sold.

  • 39 institutional investors held United States Copper Index Fund (CPER) as of Q1 2021, up from 18 in Q4 2020.
  • Funds reported $36.7M of United States Copper Index Fund stock for Q1 2021, up 297% quarter-over-quarter.
  • 24 funds opened new United States Copper Index Fund positions in Q1 2021 and 3 closed out, a net change of +21 holders.
  • The largest United States Copper Index Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $8.33M added.
  • The largest United States Copper Index Fund seller in Q1 2021 was Jane Street, an estimated $223K sold.

Based on aggregated 13F filings for Q1 2021.