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United States Copper Index Fund

53 hedge funds and large institutions have $37.7M invested in United States Copper Index Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

59% more capital invested

Capital invested by funds: $23.7M → $37.7M (+$14M)

20% more funds holding

Funds holding: 4453 (+9)

4.48% more ownership

Funds ownership: 17.46%21.95% (+4.5%)

1% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $12.2M

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
14
Closed
5
Calls
$12.1M
Puts
$12.2M
Net Calls
-$125K
Net Calls Change
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$8.64M +$4.3M +195,935 +110%
OMC
2
Old Mission Capital
Illinois
$2.96M +$1.63M +74,261 +138%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.89M -$158K -7,200 -5%
KIA
4
Knollwood Investment Advisory
Maryland
$2.8M +$2.66M +121,118 New
LPL Financial
5
LPL Financial
California
$2.33M +$1.11M +50,662 +101%
BRWA
6
B. Riley Wealth Advisors
Florida
$1.65M +$1.57M +71,392 New
Stifel Financial
7
Stifel Financial
Missouri
$1.38M -$113K -5,164 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.31M +$223K +10,165 +22%
Wells Fargo
9
Wells Fargo
California
$1.29M -$28K -1,277 -2%
PFA
10
Pettinga Financial Advisors
Indiana
$1.23M +$379K +17,271 +48%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.02M -$2.23M -101,472 -70%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$956K -$52.7K -2,400 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$945K +$26.7K +1,215 +3%
Ameriprise
14
Ameriprise
Minnesota
$809K +$769K +35,046 New
Wolverine Trading
15
Wolverine Trading
Illinois
$793K +$388K +17,666 +106%
JP Morgan Chase
16
JP Morgan Chase
New York
$751K +$713K +32,500 +361,111%
MML Investors Services
17
MML Investors Services
Massachusetts
$684K -$10.1K -461 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$659K -$22.9K -1,045 -4%
Simplex Trading
19
Simplex Trading
Illinois
$647K +$86.8K +3,953 +16%
Lido Advisors
20
Lido Advisors
California
$490K -$63.7K -2,900 -12%
LTI
21
Laffer Tengler Investments
Tennessee
$430K +$241K +10,983 +143%
IWM
22
IHT Wealth Management
Illinois
$406K +$8.78K +400 +2%
Morgan Stanley
23
Morgan Stanley
New York
$304K -$47.5K -2,163 -14%
IP
24
Isthmus Partners
Wisconsin
$296K
SWP
25
Stratos Wealth Partners
Ohio
$265K +$252K +11,473 New

CPER Hedge Fund Activity: Q4 2022 in Review

53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2022, worth a combined $37.7M — up 59% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CPER positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $4.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 53 institutional investors held United States Copper Index Fund (CPER) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $37.7M of United States Copper Index Fund stock for Q4 2022, up 59% quarter-over-quarter.
  • 15 funds opened new United States Copper Index Fund positions in Q4 2022 and 5 closed out, a net change of +10 holders.
  • The largest United States Copper Index Fund buyer in Q4 2022 was Jane Street, an estimated $4.3M added.
  • The largest United States Copper Index Fund seller in Q4 2022 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.