CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
11 hedge funds and large institutions have $44.5M invested in CPI Inflation Hedged ETF in 2020 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $48.4M → $44.5M (-$3.94M)
15% less funds holding
Funds holding: 13 → 11 (-2)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$208K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$82 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$242K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$137K |
| 3 |
Morgan Stanley
New York
|
-$49.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$49.6K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$44.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $42.7M | -$242K | -8,804 | -0.5% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $572K | -$137K | -4,978 | -19% |
|
|
3
Citadel Advisors
Miami,
Florida
| $320K | -$44.5K | -1,620 | -12% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $295K | -$4.59K | -167 | -1% |
|
|
5
UBS Group
Zurich,
Switzerland
| $217K | +$208K | +7,556 | +1,133% |
|
6
Jane Street
New York
| $209K | -$2.33K | -85 | -1% |
|
|
7
Morgan Stanley
New York
| $37K | -$49.9K | -1,818 | -57% |
|
|
8
Wells Fargo
San Francisco,
California
| $30K | +$27 | +1 | +0.1% |
|
9
Citigroup
New York
| $15K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $10K | -$49.6K | -1,806 | -82% |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | +$82 | +3 | +2% |
|
|
CAL
12
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3K | -116 | Closed |
|
CPI Hedge Fund Activity: Q1 2020 in Review
11 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2020, worth a combined $44.5M — down 8.1% from $48.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CPI and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was UBS Group, adding an estimated $208K. The largest seller was Gateway Advisory, cutting an estimated $242K.
- 11 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2020, down from 13 in Q4 2019.
- Funds reported $44.5M of CPI Inflation Hedged ETF stock for Q1 2020, down 8.1% quarter-over-quarter.
- 0 funds opened new CPI Inflation Hedged ETF positions in Q1 2020 and 1 closed out, a net change of -1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q1 2020 was UBS Group, an estimated $208K added.
- The largest CPI Inflation Hedged ETF seller in Q1 2020 was Gateway Advisory, an estimated $242K sold.
Based on aggregated 13F filings for Q1 2020.