CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
12 hedge funds and large institutions have $23.2M invested in CPI Inflation Hedged ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (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
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $24M → $23.2M (-$843K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$425K |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$313K |
| 3 |
Morgan Stanley
New York
|
+$133K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$86.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$756K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$692K |
| 3 |
Jane Street
New York
|
-$284K |
| 4 |
VF
Virtu Financial
New York
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $20.9M | -$756K | -27,394 | -3% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $679K | +$86.4K | +3,132 | +15% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $423K | +$425K | +15,392 | New |
|
|
VF
4
Virtu Financial
New York
| $406K | -$154K | -5,582 | -27% |
|
|
TFA
5
Transamerica Financial Advisors
St. Petersburg,
Florida
| $312K | +$313K | +11,335 | New |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $251K | – | – | – |
|
|
7
Morgan Stanley
New York
| $186K | +$133K | +4,818 | +249% |
|
8
Citigroup
New York
| $16K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
SWM
10
SeaCrest Wealth Management
Purchase,
New York
| $4K | – | – | – |
|
|
CAL
11
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$692K | -25,223 | Closed |
|
|
13
Jane Street
New York
| – | -$284K | -10,363 | Closed |
|
CPI Hedge Fund Activity: Q1 2018 in Review
12 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2018, worth a combined $23.2M — down 3.5% from $24M a quarter earlier.
Fund positioning in CPI was balanced in Q1 2018: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $425K. The largest seller was Gateway Advisory, cutting an estimated $756K.
- 12 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $23.2M of CPI Inflation Hedged ETF stock for Q1 2018, down 3.5% quarter-over-quarter.
- 2 funds opened new CPI Inflation Hedged ETF positions in Q1 2018 and 2 closed out, a net change of 0 holders.
- The largest CPI Inflation Hedged ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $425K added.
- The largest CPI Inflation Hedged ETF seller in Q1 2018 was Gateway Advisory, an estimated $756K sold.
Based on aggregated 13F filings for Q1 2018.