CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
10 hedge funds and large institutions have $47.4M invested in CPI Inflation Hedged ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
3% more capital invested
Capital invested by funds: $46.2M → $47.4M (+$1.24M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$804K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.15K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.29K |
| 5 |
Morgan Stanley
New York
|
+$518 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $45.9M | +$804K | +29,507 | +2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $787K | +$290K | +10,629 | +58% |
|
|
3
Citadel Advisors
Miami,
Florida
| $330K | +$5.29K | +194 | +2% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $303K | – | – | – |
|
|
5
Morgan Stanley
New York
| $40K | +$518 | +19 | +1% |
|
6
Citigroup
New York
| $16K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $9K | +$9.15K | +336 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $8K | +$191 | +7 | +2% |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$31.5K | -1,155 | -100% |
|
CPI Hedge Fund Activity: Q3 2020 in Review
10 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q3 2020, worth a combined $47.4M — up 2.7% from $46.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CPI positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Gateway Advisory, adding an estimated $804K. The largest seller was Wells Fargo, cutting an estimated $31.5K.
- 10 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q3 2020, up from 9 in Q2 2020.
- Funds reported $47.4M of CPI Inflation Hedged ETF stock for Q3 2020, up 2.7% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q3 2020 and 0 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q3 2020 was Gateway Advisory, an estimated $804K added.
- The largest CPI Inflation Hedged ETF seller in Q3 2020 was Wells Fargo, an estimated $31.5K sold.
Based on aggregated 13F filings for Q3 2020.