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United States Copper Index Fund

47 hedge funds and large institutions have $27.3M invested in United States Copper Index Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $4.33M

0.18% more ownership

Funds ownership: 20.85%21.03% (+0.18%)

6% less funds holding

Funds holding: 5047 (-3)

14% less capital invested

Capital invested by funds: $31.7M → $27.3M (-$4.39M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
17
Closed
10
Calls
$5.47M
Puts
$4.33M
Net Calls
+$1.14M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.81M +$3.88M +164,098 New
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$2.85M -$47.2K -2,000 -2%
Ameriprise
3
Ameriprise
Minnesota
$2.24M +$99.9K +4,228 +5%
WWP
4
WR Wealth Planners
Missouri
$1.76M +$48.2K +2,041 +3%
LPL Financial
5
LPL Financial
California
$1.67M -$2.8M -118,368 -62%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.62M +$1.13M +47,778 +216%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.33M -$30.2K -1,278 -2%
KIA
8
Knollwood Investment Advisory
Maryland
$1.27M -$1.56M -66,200 -55%
Stifel Financial
9
Stifel Financial
Missouri
$1.18M -$126K -5,329 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.12M +$187K +7,920 +20%
Wells Fargo
11
Wells Fargo
California
$1.11M -$51.2K -2,166 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.06M -$8.36K -354 -0.8%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$973K -$4.72K -200 -0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$706K -$14.6K -619 -2%
PFA
15
Pettinga Financial Advisors
Indiana
$643K -$106K -4,476 -14%
BWM
16
BigSur Wealth Management
Florida
$609K +$620K +26,249 New
IWM
17
IHT Wealth Management
Illinois
$314K -$23.6K -1,000 -7%
IP
18
Isthmus Partners
Wisconsin
$297K
SWP
19
Stratos Wealth Partners
Ohio
$282K -$39.7K -1,680 -12%
LTI
20
Laffer Tengler Investments
Tennessee
$280K -$60.3K -2,552 -17%
Simplex Trading
21
Simplex Trading
Illinois
$259K +$12.5K +530 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$255K +$19.9K +844 +8%
HA
23
Herold Advisors
New York
$251K
CWP
24
Cyndeo Wealth Partners
Florida
$233K
Lido Advisors
25
Lido Advisors
California
$225K -$120K -5,100 -34%

CPER Hedge Fund Activity: Q2 2023 in Review

47 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2023, worth a combined $27.3M — down 14% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CPER and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.88M. The largest seller was LPL Financial, cutting an estimated $2.8M.

  • 47 institutional investors held United States Copper Index Fund (CPER) as of Q2 2023, down from 50 in Q1 2023.
  • Funds reported $27.3M of United States Copper Index Fund stock for Q2 2023, down 14% quarter-over-quarter.
  • 7 funds opened new United States Copper Index Fund positions in Q2 2023 and 10 closed out, a net change of -3 holders.
  • The largest United States Copper Index Fund buyer in Q2 2023 was Jane Street, an estimated $3.88M added.
  • The largest United States Copper Index Fund seller in Q2 2023 was LPL Financial, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2023.