CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
9 hedge funds and large institutions have $39.6M invested in CPI Inflation Hedged ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8% less capital invested
Capital invested by funds: $43.1M → $39.6M (-$3.51M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$436K |
| 2 |
AIG
American International Group
New York
|
+$34.5K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.53M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$207K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$51.9K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$26K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $27M | -$4.53M | -175,151 | -14% |
|
|
GA
2
Gateway Advisory
Westfield,
New Jersey
| $11.8M | +$436K | +16,860 | +4% |
|
|
VKH
3
Virtu KCG Holdings
New York
| $625K | +$626K | +24,182 | New |
|
4
Citigroup
New York
| $100K | – | – | – |
|
|
AIG
5
American International Group
New York
| $34.5K | +$34.5K | +1,333 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $21K | +$21.4K | +825 | New |
|
|
AWMS
7
Advocacy Wealth Management Services
Atlanta,
Georgia
| $13K | -$207K | -8,000 | -94% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $7K | -$51.9K | -2,005 | -88% |
|
|
10
Creative Planning
Overland Park,
Kansas
| – | -$26K | -1,000 | Closed |
|
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -725 | Closed |
|
|
BWM
12
Baystate Wealth Management
Boston,
Massachusetts
| – | -$8K | -317 | Closed |
|
CPI Hedge Fund Activity: Q3 2013 in Review
9 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q3 2013, worth a combined $39.6M — down 8.1% from $43.1M a quarter earlier.
Fund positioning in CPI was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $436K. The largest seller was Bank of America, cutting an estimated $4.53M.
- 9 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $39.6M of CPI Inflation Hedged ETF stock for Q3 2013, down 8.1% quarter-over-quarter.
- 3 funds opened new CPI Inflation Hedged ETF positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest CPI Inflation Hedged ETF buyer in Q3 2013 was Gateway Advisory, an estimated $436K added.
- The largest CPI Inflation Hedged ETF seller in Q3 2013 was Bank of America, an estimated $4.53M sold.
Based on aggregated 13F filings for Q3 2013.