COT Radar

Commitment of Traders positioning analysis and insights

CFTC Data: September 22, 2026

Asset Class Focus

37 instruments

📊 Top Movers This Week

Assets with the largest weekly positioning changes - Click any bar to view detailed analysis

Latest Net Positioning (Stock %)

-100-50050100AUDCADCHFUSDGBPNZDEURJPY

Weekly Flow (Change in Net %)

-20-1001020JPYNZDCADGBPUSDCHFAUDEUR

🎯 All Asset Details

Full overview of positioning, flow, and market bias - Click any card for detailed history

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Litecoin

Strong Bearish
Net Position:-77.3%
Weekly Flow:-23.9%

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Cardano

Strong Bearish
Net Position:-76.0%
Weekly Flow:-15.4%

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Gold

Strong Bullish
Net Position:+54.7%
Weekly Flow:-1.1%

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Dogecoin

Strong Bearish
Net Position:-51.0%
Weekly Flow:-19.5%

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Bitcoin

Strong Bearish
Net Position:-35.6%
Weekly Flow:-7.7%

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US 10Y Treasury

Strong Bearish
Net Position:-35.6%
Weekly Flow:-1.1%

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Ethereum

Strong Bearish
Net Position:-35.4%
Weekly Flow:-10.2%

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Copper

Strong Bullish
Net Position:+30.0%
Weekly Flow:+5.3%

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US 2Y Treasury

Strong Bearish
Net Position:-29.8%
Weekly Flow:-1.3%

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Mexican Peso

Strong Bullish
Net Position:+29.8%
Weekly Flow:-3.4%

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Corn

Strong Bullish
Net Position:+28.9%
Weekly Flow:-0.4%

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US 5Y Treasury

Strong Bearish
Net Position:-28.1%
Weekly Flow:+2.0%

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Palladium

Strong Bearish
Net Position:-27.1%
Weekly Flow:-2.3%

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SOFR 1M

Strong Bearish
Net Position:-26.1%
Weekly Flow:+3.3%

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Soybeans

Strong Bullish
Net Position:+25.3%
Weekly Flow:+1.9%

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Silver

Strong Bullish
Net Position:+23.9%
Weekly Flow:+0.1%

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Platinum

Strong Bullish
Net Position:+23.5%
Weekly Flow:+0.2%

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Solana

Strong Bearish
Net Position:-22.6%
Weekly Flow:-10.6%

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SOFR 3M

Strong Bearish
Net Position:-20.0%
Weekly Flow:+2.5%

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S&P 500

Strong Bearish
Net Position:-19.9%
Weekly Flow:-3.4%

Australia

Strong Bullish
Net Position:+19.2%
Weekly Flow:-0.5%

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XRP

Strong Bearish
Net Position:-18.5%
Weekly Flow:-13.2%

Canada

Strong Bearish
Net Position:-15.1%
Weekly Flow:-2.2%

Switzerland

Bearish
Net Position:-12.3%
Weekly Flow:-0.9%

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Nasdaq 100

Bearish
Net Position:-10.7%
Weekly Flow:-7.5%

United States

Bearish
Net Position:-9.7%
Weekly Flow:+0.9%

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US Treasury Bond

Bearish
Net Position:-8.6%
Weekly Flow:+2.7%

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WTI Crude Oil

Bullish
Net Position:+7.7%
Weekly Flow:+0.3%

United Kingdom

Bullish
Net Position:+5.4%
Weekly Flow:-1.8%

New Zealand

Neutral
Net Position:-4.7%
Weekly Flow:-2.2%

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Dow Jones

Neutral
Net Position:-4.7%
Weekly Flow:-2.4%

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Fed Funds

Neutral
Net Position:+4.6%
Weekly Flow:-2.4%

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VIX

Neutral
Net Position:-3.6%
Weekly Flow:+0.3%

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Nikkei 225

Neutral
Net Position:+3.6%
Weekly Flow:-0.8%

Euro Area

Neutral
Net Position:-3.3%
Weekly Flow:+0.2%

Japan

Neutral
Net Position:+2.0%
Weekly Flow:-2.9%

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Wheat

Neutral
Net Position:-1.5%
Weekly Flow:-1.8%

💱 Currency Pair Comparative Analysis

Identify high-conviction trading opportunities by comparing institutional positioning between G8 currencies. Strong divergences (e.g., EUR heavily long vs USD heavily short) suggest directional conviction for currency pairs.

Top Divergence Opportunities

Currency pairs with the strongest institutional positioning spreads

Australian Dollar
+19.2%
Canadian Dollar
-15.1%
Divergence:34.2 pts
Directional Bias:AUD Bullish
Active Flow
Australian Dollar
+19.2%
Swiss Franc
-12.3%
Divergence:31.5 pts
Directional Bias:AUD Bullish
Active Flow
Australian Dollar
+19.2%
US Dollar
-9.7%
Divergence:28.9 pts
Directional Bias:AUD Bullish
British Pound
+5.4%
Canadian Dollar
-15.1%
Divergence:20.5 pts
Directional Bias:GBP Bullish
Active Flow
British Pound
+5.4%
Swiss Franc
-12.3%
Divergence:17.7 pts
Directional Bias:GBP Bullish
Active Flow
Japanese Yen
+2.0%
Canadian Dollar
-15.1%
Divergence:17.0 pts
Directional Bias:JPY Bullish
Active Flow

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📊 Understanding COT Data: Our Methodology

How we calculate and interpret institutional positioning data

What is COT Data?

The Commitment of Traders (COT) report is published weekly by the CFTC (Commodity Futures Trading Commission) and shows the positions held by institutional traders (hedge funds, asset managers, etc.) in futures markets. This data reveals where "smart money" is positioned.

Our Calculations

Stock Percentage (Net Positioning)

Stock % = (Long Contracts - Short Contracts) / Total Open Interest × 100

This shows the net directional bias of institutional traders as a percentage of the total market. Positive = Net Long (bullish), Negative = Net Short (bearish).

Flow Percentage (Weekly Change)

Flow % = Current Week Stock % - Previous Week Stock %

This shows the momentum of positioning changes. Positive flow = institutions adding longs/reducing shorts. Negative flow = institutions reducing longs/adding shorts.

How to Interpret the Numbers

Stock Percentage Thresholds:

Strong Bullish: > +15%

Institutions are heavily net long - strong bullish conviction

Bullish: +5% to +15%

Moderate net long positioning - mildly bullish

Neutral: -5% to +5%

Balanced positioning - no strong directional bias

Bearish: -5% to -15%

Moderate net short positioning - mildly bearish

Strong Bearish: < -15%

Institutions are heavily net short - strong bearish conviction

📌 Example: Gold at +50.5%

When Gold shows a stock percentage of +50.5%, this means:

  • Institutional traders hold 50.5% more long contracts than short contracts relative to total open interest
  • This is far above the +15% threshold for "Strong Bullish"
  • It indicates overwhelming institutional conviction that Gold prices will rise
  • This level of positioning is historically significant and suggests strong upward pressure

Flow Percentage Interpretation:

Positive Flow (> +2%)

Fresh buying momentum - institutions adding longs

Stable (-2% to +2%)

No significant position changes

Negative Flow (< -2%)

Fresh selling momentum - institutions reducing longs

🎯 Why This Matters

COT data reveals where institutional "smart money" is positioned before major price moves occur. Extreme positioning levels often precede significant market trends. However, remember that extreme positioning can also signal crowded trades vulnerable to reversals. Always combine COT analysis with technical and fundamental analysis.

Data Source: CFTC (Commodity Futures Trading Commission) - Updated weekly every Friday

Coverage: Futures contracts for currencies, commodities, indices, bonds, and crypto

TRADARS v3.0•Published: 9/30/2026 8:13:42 PM