Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Sts Commodity Index F (CPER)

132 + Investors. Track Smart Money conviction in CPER. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
5Q ▲
Buyers last Q
67%

Smart Money Signals — CPER

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CPER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
133 hedge funds hold CPER right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +108% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+108% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

92 buying45 selling
Last quarter: 92 funds were net buyers (51 opened a brand new position + 41 added to an existing one). Only 45 were sellers (23 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new CPER position: 19 → 22 → 35 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 48% new

■ 30% conviction (2yr+) ■ 22% medium ■ 48% new
Of the 133 current holders: 40 (30%) held >2 years, 29 held 1–2 years, and 64 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

13 → 19 → 22 → 35 → 51 new funds/Q
New funds entering each quarter: 19 → 22 → 35 → 51. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 11% 1-2yr ■ 46% new
Of 142 current holders: 62 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
19 of 133 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in CPER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CPER

In 2026 Q1, 92 hedge funds were net buyers of CPER (51 opened a new position, 41 added to an existing one), while 45 reduced or exited (23 trimmed, 22 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 76% of total institutional value in CPER is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 133.

Hedge Fund Ownership: CPER

How many hedge funds hold CPER — quarterly history vs. share price
Quarterly hedge fund ownership of CPER vs. share price

Market Analysis: CPER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPER

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy United Sts Commodity Index F (CPER) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CPER has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CPER
+14.9%
SPY
+14.1%

CPER outperformed SPY by +0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CPER
+3.7%
SPY
+0.3%

Since the filing became public, CPER outperformed SPY by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CPER
132 + Investors

Track Smart Money conviction in CPER. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 104 26.92%
13F Shares 8M 4M 108.3%
Total Value $283M $139M 103.25%
New Positions 51 35 +16
Increased Positions 41 37 +4
Closed Positions 23 9 +14
Reduced Positions 20 11 +9
Total Calls 6 3 100.0%
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CPER

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

132 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CPER. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CPER holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Periscope Capital INC. 0.41% 106,600 $3.7M
2 Brookwood Investment Group LLC 0.37% 87,303 $3.0M
3 Basso Capital Management, L.P. 0.31% 14,905 $513K
4 Clare Market Investments LLC 0.24% 32,860 $1.1M
5 SMART Wealth LLC 0.23% 23,243 $800K
6 Sidoxia Capital Management, LLC 0.23% 7,882 $271K
7 Matauro, LLC 0.19% 38,361 $1.3M
8 Knollwood Investment Advisory, LLC 0.19% 54,918 $1.9M
9 Argyle Capital Partners, LLC 0.17% 6,803 $234K
10 BigSur Wealth Management LLC 0.16% 16,839 $580K
11 Strategic Blueprint, LLC 0.14% 71,402 $2.5M
12 Hoey Investments, Inc 0.14% 27,950 $962K
13 Exit Wealth Advisors, LLC. 0.14% 7,715 $266K
14 Pettinga Financial Advisors LLC 0.11% 16,407 $565K
15 Herold Advisors, Inc. 0.08% 10,800 $372K
16 Platform Technology Partners 0.08% 12,089 $416K
17 Silverleafe Capital Partners, LLC 0.08% 7,621 $262K
18 Ignite Planners, LLC 0.05% 10,143 $349K
19 Mainstay Capital Management LLC /Adv 0.05% 19,209 $661K
20 Isthmus Partners, LLC 0.05% 12,800 $441K
21 U.S. Capital Wealth Advisors, LLC 0.03% 38,628 $1.3M
22 Permanent Capital Management, LP 0.03% 5,580 $204K
23 Continuum Advisory, LLC 0.03% 8,418 $290K
24 Fiduciary Alliance LLC 0.03% 11,747 $438K
25 Belpointe Asset Management LLC 0.02% 18,943 $652K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Sts Commodity Index F (CPER)

What does the Smart Money Trend signal show for CPER?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CPER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CPER?

More buyers than sellers — 67% buying: Last quarter: 92 funds were net buyers (51 opened a brand new position + 41 added to an existing one). Only 45 were sellers (23 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPER holders?

Elite ownership — 76% AUM from top-100 funds: 19 of 133 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in CPER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CPER?

Mixed — 30% long-term, 48% new: Of the 133 current holders: 40 (30%) held >2 years, 29 held 1–2 years, and 64 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy United Sts Commodity Index F (CPER) following the 2026 Q1 hedge fund 13F filings?

As of today, CPER has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), CPER has gained +14.9% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →