CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
9 hedge funds and large institutions have $46.2M invested in CPI Inflation Hedged ETF in 2020 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
4% more capital invested
Capital invested by funds: $44.5M → $46.2M (+$1.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less funds holding
Funds holding: 11 → 9 (-2)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$891K |
| 2 |
Morgan Stanley
New York
|
+$1.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$217K |
| 2 |
Jane Street
New York
|
-$209K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$92.6K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.59K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $45M | +$891K | +33,189 | +2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $496K | -$92.6K | -3,447 | -16% |
|
|
3
Citadel Advisors
Miami,
Florida
| $324K | -$5.59K | -208 | -2% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $302K | -$2.42K | -90 | -0.8% |
|
|
5
Morgan Stanley
New York
| $39K | +$1.29K | +48 | +3% |
|
6
Wells Fargo
San Francisco,
California
| $31K | – | – | – |
|
7
Citigroup
New York
| $15K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $8K | -$3.14K | -117 | -29% |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$217K | -8,223 | Closed |
|
|
11
Jane Street
New York
| – | -$209K | -7,952 | Closed |
|
CPI Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2020, worth a combined $46.2M — up 3.9% from $44.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CPI and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Gateway Advisory, adding an estimated $891K. The largest seller was UBS Group, exiting entirely with an estimated $217K sold.
- 9 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2020, down from 11 in Q1 2020.
- Funds reported $46.2M of CPI Inflation Hedged ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
- 0 funds opened new CPI Inflation Hedged ETF positions in Q2 2020 and 2 closed out, a net change of -2 holders.
- The largest CPI Inflation Hedged ETF buyer in Q2 2020 was Gateway Advisory, an estimated $891K added.
- The largest CPI Inflation Hedged ETF seller in Q2 2020 was UBS Group, an estimated $217K sold.
Based on aggregated 13F filings for Q2 2020.