CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
12 hedge funds and large institutions have $24M invested in CPI Inflation Hedged ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
2% more capital invested
Capital invested by funds: $23.6M → $24M (+$381K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$333K |
| 2 |
Jane Street
New York
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$154K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.72K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $21.5M | +$333K | +12,078 | +2% |
|
|
2
Citadel Advisors
Miami,
Florida
| $692K | -$4.72K | -171 | -0.7% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $590K | -$20.6K | -748 | -3% |
|
|
VF
4
Virtu Financial
New York
| $557K | -$154K | -5,598 | -22% |
|
|
5
Jane Street
New York
| $284K | +$286K | +10,363 | New |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $250K | -$3.23K | -117 | -1% |
|
7
Morgan Stanley
New York
| $53K | – | – | – |
|
8
Citigroup
New York
| $16K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
SWM
10
SeaCrest Wealth Management
Purchase,
New York
| $4K | +$3.86K | +140 | New |
|
|
CAL
11
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$13K | -470 | Closed |
|
CPI Hedge Fund Activity: Q4 2017 in Review
12 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2017, worth a combined $24M — up 1.6% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CPI positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $333K. The largest seller was Virtu Financial, cutting an estimated $154K.
- 12 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $24M of CPI Inflation Hedged ETF stock for Q4 2017, up 1.6% quarter-over-quarter.
- 2 funds opened new CPI Inflation Hedged ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q4 2017 was Gateway Advisory, an estimated $333K added.
- The largest CPI Inflation Hedged ETF seller in Q4 2017 was Virtu Financial, an estimated $154K sold.
Based on aggregated 13F filings for Q4 2017.