FIRST TRUST ISE GLOBAL COPPER INDEX FD
CU
CU was delisted on the 18th of December, 2015.
17 hedge funds and large institutions have $4M invested in FIRST TRUST ISE GLOBAL COPPER INDEX FD in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 15 → 17 (+2)
4% more capital invested
Capital invested by funds: $3.86M → $4M (+$139K)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$344K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$262K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$83.8K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$21.2K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NES
New England Securities
New York
|
-$540K |
| 2 |
Morgan Stanley
New York
|
-$179K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$131K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$46K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$34.5K |
CU Hedge Fund Activity: Q2 2014 in Review
17 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ISE GLOBAL COPPER INDEX FD (CU) for Q2 2014, worth a combined $4M — up 3.6% from $3.86M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CU positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Creative Planning, adding an estimated $344K. The largest seller was New England Securities, cutting an estimated $540K.
- 17 institutional investors held FIRST TRUST ISE GLOBAL COPPER INDEX FD (CU) as of Q2 2014, up from 15 in Q1 2014.
- Funds reported $4M of FIRST TRUST ISE GLOBAL COPPER INDEX FD stock for Q2 2014, up 3.6% quarter-over-quarter.
- 2 funds opened new FIRST TRUST ISE GLOBAL COPPER INDEX FD positions in Q2 2014 and 0 closed out, a net change of +2 holders.
- The largest FIRST TRUST ISE GLOBAL COPPER INDEX FD buyer in Q2 2014 was Creative Planning, an estimated $344K added.
- The largest FIRST TRUST ISE GLOBAL COPPER INDEX FD seller in Q2 2014 was New England Securities, an estimated $540K sold.
Based on aggregated 13F filings for Q2 2014.