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United States Copper Index Fund

77 hedge funds and large institutions have $40.2M invested in United States Copper Index Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

17% more funds holding

Funds holding: 6677 (+11)

5% more capital invested

Capital invested by funds: $38.3M → $40.2M (+$1.91M)

0.28% more ownership

Funds ownership: 18.94%19.21% (+0.28%)

48% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $9.11M

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
19
Reduced
12
Closed
8
Calls
$4.76M
Puts
$9.11M
Net Calls
-$4.35M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5M +$754K +25,409 +19%
AWA
2
Arkadios Wealth Advisors
Georgia
$3.57M +$87.8K +2,961 +3%
Citadel Advisors
3
Citadel Advisors
Florida
$3.46M +$130K +4,366 +4%
UBS Group
4
UBS Group
Switzerland
$2.46M -$667K -22,474 -22%
KIA
5
Knollwood Investment Advisory
Maryland
$1.74M
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$1.65M +$623K +21,000 +67%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$1.59M -$246K -8,300 -14%
BRWA
8
B. Riley Wealth Advisors
Florida
$1.38M +$1.29M +43,477 New
TWM
9
TCFG Wealth Management
California
$1.3M +$316K +10,640 +35%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.26M +$434K +14,628 +58%
BIG
11
Brookwood Investment Group
Arizona
$1.13M +$1.06M +35,827 New
MML Investors Services
12
MML Investors Services
Massachusetts
$971K +$179K +6,035 +24%
Osaic Holdings
13
Osaic Holdings
Arizona
$961K +$49.3K +1,661 +6%
BWM
14
BigSur Wealth Management
Florida
$960K -$196K -6,600 -18%
Ameriprise
15
Ameriprise
Minnesota
$895K -$690K -23,244 -45%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$875K +$267K +9,000 +48%
Lazard Asset Management
17
Lazard Asset Management
New York
$860K -$2.82K -95 -0.3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$645K +$328K +11,054 +118%
Cerity Partners
19
Cerity Partners
New York
$633K +$593K +20,000 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$609K +$176K +5,933 +45%
GC
21
Garde Capital
Washington
$523K +$39.2K +1,323 +9%
IP
22
Ignite Planners
California
$481K +$18.8K +633 +5%
IMC Chicago
23
IMC Chicago
Illinois
$469K +$439K +14,811 New
PFA
24
Pettinga Financial Advisors
Indiana
$450K +$4.45K +150 +1%
WT
25
Whittier Trust
California
$443K

CPER Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q2 2025, worth a combined $40.2M — up 5% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CPER positions and 8 closed out — a net gain of 12 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $1.06M. The largest seller was Jane Street, exiting entirely with an estimated $2.23M sold.

  • 77 institutional investors held United States Copper Index Fund (CPER) as of Q2 2025, up from 66 in Q1 2025.
  • Funds reported $40.2M of United States Copper Index Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 20 funds opened new United States Copper Index Fund positions in Q2 2025 and 8 closed out, a net change of +12 holders.
  • The largest United States Copper Index Fund buyer in Q2 2025 was Brookwood Investment Group, an estimated $1.06M added.
  • The largest United States Copper Index Fund seller in Q2 2025 was Jane Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2025.