CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
8 hedge funds and large institutions have $15.3M invested in CPI Inflation Hedged ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
37% more capital invested
Capital invested by funds: $11.2M → $15.3M (+$4.14M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$329K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$14.8K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$78 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $12.4M | +$3.63M | +139,031 | +42% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.78M | +$329K | +12,611 | +13% |
|
|
3
Citigroup
New York
| $86K | -$14.8K | -568 | -15% |
|
4
Morgan Stanley
New York
| $40K | – | – | – |
|
|
AIG
5
American International Group
New York
| $35K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $7K | -$78 | -3 | -1% |
|
|
TFA
8
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$26 | +1 | New |
|
CPI Hedge Fund Activity: Q1 2014 in Review
8 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2014, worth a combined $15.3M — up 37% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CPI positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $3.63M. The largest seller was Citigroup, cutting an estimated $14.8K.
- 8 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2014, up from 7 in Q4 2013.
- Funds reported $15.3M of CPI Inflation Hedged ETF stock for Q1 2014, up 37% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q1 2014 was Gateway Advisory, an estimated $3.63M added.
- The largest CPI Inflation Hedged ETF seller in Q1 2014 was Citigroup, an estimated $14.8K sold.
Based on aggregated 13F filings for Q1 2014.