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United States Copper Index Fund

66 hedge funds and large institutions have $38.3M invested in United States Copper Index Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $9.62M | Put options by funds: $4.01M

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

63% more capital invested

Capital invested by funds: $23.5M → $38.3M (+$14.7M)

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

10% more funds holding

Funds holding: 6066 (+6)

2.43% more ownership

Funds ownership: 16.51%18.94% (+2.4%)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
10
Closed
7
Calls
$9.62M
Puts
$4.01M
Net Calls
+$5.61M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.2M +$1.99M +69,061 +108%
AWA
2
Arkadios Wealth Advisors
Georgia
$3.47M +$3.17M +109,916 New
Citadel Advisors
3
Citadel Advisors
Florida
$3.32M +$1.12M +38,881 +59%
UBS Group
4
UBS Group
Switzerland
$3.16M +$2.51M +87,249 +676%
Jane Street
5
Jane Street
New York
$2.23M +$392K +13,605 +24%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$1.84M -$92.8K -3,219 -5%
KIA
7
Knollwood Investment Advisory
Maryland
$1.74M
Ameriprise
8
Ameriprise
Minnesota
$1.63M +$162K +5,610 +12%
BWM
9
BigSur Wealth Management
Florida
$1.17M
BCM
10
Basso Capital Management
Connecticut
$1.03M +$882K +30,600 +1,530%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$997K +$187K +6,500 +26%
TWM
12
TCFG Wealth Management
California
$961K -$102K -3,550 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$908K +$338K +11,738 +69%
Lazard Asset Management
14
Lazard Asset Management
New York
$862K -$605 -21 -0.1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$799K -$1.73M -60,006 -70%
MML Investors Services
16
MML Investors Services
Massachusetts
$779K +$64.2K +2,228 +10%
FTUS
17
Flow Traders U.S.
New York
$729K -$337K -11,689 -34%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$590K +$284K +9,870 +112%
Morgan Stanley
19
Morgan Stanley
New York
$571K -$170K -5,899 -25%
GC
20
Garde Capital
Washington
$480K +$28.5K +988 +7%
PFA
21
Pettinga Financial Advisors
Indiana
$445K -$367K -12,750 -48%
WT
22
Whittier Trust
California
$443K +$404K +14,009 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$442K +$130K +4,496 +47%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$421K +$82.1K +2,850 +27%
Stifel Financial
25
Stifel Financial
Missouri
$419K -$880K -30,519 -70%

CPER Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2025, worth a combined $38.3M — up 63% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CPER positions and 7 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $3.17M. The largest seller was Susquehanna International Group, cutting an estimated $1.73M.

  • 66 institutional investors held United States Copper Index Fund (CPER) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $38.3M of United States Copper Index Fund stock for Q1 2025, up 63% quarter-over-quarter.
  • 14 funds opened new United States Copper Index Fund positions in Q1 2025 and 7 closed out, a net change of +7 holders.
  • The largest United States Copper Index Fund buyer in Q1 2025 was Arkadios Wealth Advisors, an estimated $3.17M added.
  • The largest United States Copper Index Fund seller in Q1 2025 was Susquehanna International Group, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2025.