CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
14 hedge funds and large institutions have $46.8M invested in CPI Inflation Hedged ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 11 → 14 (+3)
12% more capital invested
Capital invested by funds: $42M → $46.8M (+$4.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$5.81M |
| 2 |
VF
Virtu Financial
New York
|
+$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$700K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$74.1K |
| 5 |
Morgan Stanley
New York
|
+$51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$316K |
| 2 |
Jane Street
New York
|
-$155K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $43.5M | +$5.81M | +211,594 | +15% |
|
|
VF
2
Virtu Financial
New York
| $1.12M | +$1.15M | +41,948 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $679K | +$700K | +25,498 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $502K | -$316K | -11,528 | -38% |
|
|
5
Jane Street
New York
| $352K | -$155K | -5,649 | -30% |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $292K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $198K | +$5.05K | +184 | +3% |
|
|
8
Morgan Stanley
New York
| $80K | +$51K | +1,860 | +161% |
|
|
9
UBS Group
Zurich,
Switzerland
| $72K | +$74.1K | +2,700 | New |
|
10
Citigroup
New York
| $15K | – | – | – |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $4K | -$4.33K | -158 | -50% |
|
|
SWM
12
SeaCrest Wealth Management
Purchase,
New York
| $4K | – | – | – |
|
|
CAL
13
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
CPI Hedge Fund Activity: Q4 2018 in Review
14 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2018, worth a combined $46.8M — up 12% from $42M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CPI positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $5.81M. The largest seller was Citadel Advisors, cutting an estimated $316K.
- 14 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2018, up from 11 in Q3 2018.
- Funds reported $46.8M of CPI Inflation Hedged ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 3 funds opened new CPI Inflation Hedged ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest CPI Inflation Hedged ETF buyer in Q4 2018 was Gateway Advisory, an estimated $5.81M added.
- The largest CPI Inflation Hedged ETF seller in Q4 2018 was Citadel Advisors, an estimated $316K sold.
Based on aggregated 13F filings for Q4 2018.