CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
8 hedge funds and large institutions have $16.9M invested in CPI Inflation Hedged ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $15.3M → $16.9M (+$1.53M)
0% more funds holding
Funds holding: 8 → 8 (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: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$754K |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$519K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.1K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$7K |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $13.1M | +$519K | +19,674 | +4% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.84M | +$12.1K | +460 | +0.4% |
|
|
VKH
3
Virtu KCG Holdings
New York
| $761K | +$754K | +28,567 | New |
|
4
Citigroup
New York
| $88K | – | – | – |
|
5
Morgan Stanley
New York
| $41K | – | – | – |
|
|
AIG
6
American International Group
New York
| $35.5K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | – | – | – |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $1K | +$1.16K | +44 | New |
|
|
U
9
UBS
Zurich,
Switzerland
| – | -$7K | -274 | Closed |
|
|
TFA
10
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
CPI Hedge Fund Activity: Q2 2014 in Review
8 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2014, worth a combined $16.9M — up 9.9% from $15.3M a quarter earlier.
Fund positioning in CPI was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $754K. The largest seller was UBS, exiting entirely with an estimated $7K sold.
- 8 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $16.9M of CPI Inflation Hedged ETF stock for Q2 2014, up 9.9% quarter-over-quarter.
- 2 funds opened new CPI Inflation Hedged ETF positions in Q2 2014 and 2 closed out, a net change of 0 holders.
- The largest CPI Inflation Hedged ETF buyer in Q2 2014 was Virtu KCG Holdings, an estimated $754K added.
- The largest CPI Inflation Hedged ETF seller in Q2 2014 was UBS, an estimated $7K sold.
Based on aggregated 13F filings for Q2 2014.