CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
13 hedge funds and large institutions have $37.8M invested in CPI Inflation Hedged ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
63% more capital invested
Capital invested by funds: $23.2M → $37.8M (+$14.7M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$13.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$497K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$11.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$448K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$423K |
| 3 |
VF
Virtu Financial
New York
|
-$406K |
| 4 |
Morgan Stanley
New York
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $35M | +$13.9M | +503,836 | +66% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.17M | +$1.17M | +42,380 | New |
|
|
CWM
3
Cornerstone Wealth Management
St. Peters,
Missouri
| $650K | +$497K | +17,979 | New |
|
|
TFA
4
Transamerica Financial Advisors
St. Petersburg,
Florida
| $326K | +$11.4K | +414 | +4% |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $253K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $235K | -$448K | -16,215 | -66% |
|
|
7
Morgan Stanley
New York
| $139K | -$48K | -1,738 | -26% |
|
8
Citigroup
New York
| $16K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $8K | +$7.74K | +280 | New |
|
|
SWM
11
SeaCrest Wealth Management
Purchase,
New York
| $4K | – | – | – |
|
|
CAL
12
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$423K | -15,392 | Closed |
|
|
VF
14
Virtu Financial
New York
| – | -$406K | -14,754 | Closed |
|
CPI Hedge Fund Activity: Q2 2018 in Review
13 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2018, worth a combined $37.8M — up 63% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CPI positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $13.9M. The largest seller was Bank of America, cutting an estimated $448K.
- 13 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2018, up from 12 in Q1 2018.
- Funds reported $37.8M of CPI Inflation Hedged ETF stock for Q2 2018, up 63% quarter-over-quarter.
- 3 funds opened new CPI Inflation Hedged ETF positions in Q2 2018 and 2 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q2 2018 was Gateway Advisory, an estimated $13.9M added.
- The largest CPI Inflation Hedged ETF seller in Q2 2018 was Bank of America, an estimated $448K sold.
Based on aggregated 13F filings for Q2 2018.