CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
10 hedge funds and large institutions have $17.4M invested in CPI Inflation Hedged ETF in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
3% more capital invested
Capital invested by funds: $17M → $17.4M (+$429K)
0% more funds holding
Funds holding: 10 → 10 (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: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$575K |
| 2 |
Morgan Stanley
New York
|
+$37.1K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$12.5K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.69K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$203K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$11.6K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $15.3M | +$575K | +21,466 | +4% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $981K | +$12.5K | +466 | +1% |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $703K | +$7.69K | +287 | +1% |
|
|
4
Morgan Stanley
New York
| $212K | +$37.1K | +1,384 | +21% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $165K | -$1.53K | -57 | -0.9% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $60K | -$11.6K | -433 | -16% |
|
7
Citigroup
New York
| $46K | – | – | – |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $4K | +$4.24K | +158 | New |
|
|
CAL
9
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
|
10
Jane Street
New York
| – | -$203K | -7,546 | Closed |
|
CPI Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2016, worth a combined $17.4M — up 2.5% from $17M a quarter earlier.
Fund positioning in CPI was balanced in Q4 2016: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $575K. The largest seller was Jane Street, exiting entirely with an estimated $203K sold.
- 10 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $17.4M of CPI Inflation Hedged ETF stock for Q4 2016, up 2.5% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q4 2016 and 1 closed out, a net change of 0 holders.
- The largest CPI Inflation Hedged ETF buyer in Q4 2016 was Gateway Advisory, an estimated $575K added.
- The largest CPI Inflation Hedged ETF seller in Q4 2016 was Jane Street, an estimated $203K sold.
Based on aggregated 13F filings for Q4 2016.