CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
12 hedge funds and large institutions have $22.9M invested in CPI Inflation Hedged ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
31% more capital invested
Capital invested by funds: $17.4M → $22.9M (+$5.43M)
20% more funds holding
Funds holding: 10 → 12 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$4.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$905K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$352K |
| 4 |
Jane Street
New York
|
+$275K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$703K |
| 2 |
Citigroup
New York
|
-$31K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$24.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $19.7M | +$4.2M | +155,043 | +27% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $966K | -$24.7K | -914 | -3% |
|
|
3
Citadel Advisors
Miami,
Florida
| $909K | +$905K | +33,442 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $520K | +$352K | +13,015 | +212% |
|
|
5
Jane Street
New York
| $276K | +$275K | +10,155 | New |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $231K | +$230K | +8,500 | New |
|
7
Morgan Stanley
New York
| $216K | +$1.65K | +61 | +0.8% |
|
|
8
Citigroup
New York
| $15K | -$31K | -1,145 | -67% |
|
9
UBS Group
Zurich,
Switzerland
| $7K | +$6.82K | +252 | New |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
|
CAL
11
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
|
12
Ameriprise
Minneapolis,
Minnesota
| – | -$703K | -26,111 | Closed |
|
CPI Hedge Fund Activity: Q1 2017 in Review
12 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2017, worth a combined $22.9M — up 31% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPI positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $4.2M. The largest seller was Ameriprise, exiting entirely with an estimated $703K sold.
- 12 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2017, up from 10 in Q4 2016.
- Funds reported $22.9M of CPI Inflation Hedged ETF stock for Q1 2017, up 31% quarter-over-quarter.
- 4 funds opened new CPI Inflation Hedged ETF positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest CPI Inflation Hedged ETF buyer in Q1 2017 was Gateway Advisory, an estimated $4.2M added.
- The largest CPI Inflation Hedged ETF seller in Q1 2017 was Ameriprise, an estimated $703K sold.
Based on aggregated 13F filings for Q1 2017.