We are live on ! Find out more
CPER icon

United States Copper Index Fund

63 hedge funds and large institutions have $50.1M invested in United States Copper Index Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $38.5M → $50.1M (+$11.7M)

26% more funds holding

Funds holding: 5063 (+13)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.11% less ownership

Funds ownership: 24.87%22.76% (-2.1%)

15% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $5.17M

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
13
Reduced
11
Closed
10
Calls
$4.39M
Puts
$5.17M
Net Calls
-$788K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bienville Capital Management
New York
$11.8M
OFW
2
Omnia Family Wealth
Florida
$6.08M -$10.4K -370 -0.2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$4.78M +$1.48M +52,600 +42%
LPL Financial
4
LPL Financial
California
$2.81M +$437K +15,552 +18%
Jane Street
5
Jane Street
New York
$2.61M +$2.7M +96,083 New
KIA
6
Knollwood Investment Advisory
Maryland
$1.49M
TWC
7
TD Waterhouse Canada
Ontario, Canada
$1.41M +$100K +3,574 +7%
PWM
8
Perigon Wealth Management
California
$1.34M +$412K +14,642 +43%
Morgan Stanley
9
Morgan Stanley
New York
$1.18M +$443K +15,747 +57%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.17M +$199K +7,090 +20%
Ameriprise
11
Ameriprise
Minnesota
$1.02M -$424K -15,066 -29%
BWM
12
BigSur Wealth Management
Florida
$910K
UBS Group
13
UBS Group
Switzerland
$902K -$42.8K -1,523 -4%
Lazard Asset Management
14
Lazard Asset Management
New York
$780K +$807K +28,699 New
JP Morgan Chase
15
JP Morgan Chase
New York
$751K -$1.04M -36,859 -57%
Citadel Advisors
16
Citadel Advisors
Florida
$749K -$631K -22,441 -45%
PFA
17
Pettinga Financial Advisors
Indiana
$730K -$16.2K -575 -2%
WA
18
WESPAC Advisors
California
$606K +$626K +22,271 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$583K +$602K +21,413 New
HighTower Advisors
20
HighTower Advisors
Illinois
$568K +$308K +10,939 +109%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$562K +$581K +20,666 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$537K +$554K +19,718 New
MML Investors Services
23
MML Investors Services
Massachusetts
$529K +$36.4K +1,296 +7%
SIA
24
Sage Investment Advisers
New York
$506K +$523K +18,600 New
AWM
25
Apollon Wealth Management
South Carolina
$440K +$455K +16,184 New

CPER Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2024, worth a combined $50.1M — up 30% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CPER positions and 10 closed out — a net gain of 14 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.04M.

  • 63 institutional investors held United States Copper Index Fund (CPER) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $50.1M of United States Copper Index Fund stock for Q2 2024, up 30% quarter-over-quarter.
  • 24 funds opened new United States Copper Index Fund positions in Q2 2024 and 10 closed out, a net change of +14 holders.
  • The largest United States Copper Index Fund buyer in Q2 2024 was Jane Street, an estimated $2.7M added.
  • The largest United States Copper Index Fund seller in Q2 2024 was JP Morgan Chase, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2024.