CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
8 hedge funds and large institutions have $47.3M invested in CPI Inflation Hedged ETF in 2021 Q1 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $47.3M → $47.3M (-$80K)
20% less funds holding
Funds holding: 10 → 8 (-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
|
+$473K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$54 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 2 |
Morgan Stanley
New York
|
-$30.5K |
| 3 |
Citigroup
New York
|
-$16K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.63K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $46.6M | +$473K | +17,381 | +1% |
|
2
Citadel Advisors
Miami,
Florida
| $329K | -$653 | -24 | -0.2% |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $252K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $22K | -$1.63K | -60 | -7% |
|
|
5
Morgan Stanley
New York
| $10K | -$30.5K | -1,122 | -75% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $7K | -$1.03K | -38 | -13% |
|
7
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | +$54 | +2 | +1% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$206K | -7,532 | Closed |
|
|
10
Citigroup
New York
| – | -$16K | -570 | Closed |
|
CPI Hedge Fund Activity: Q1 2021 in Review
8 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2021, worth a combined $47.3M — down 0.17% from $47.3M 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 $473K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $206K sold.
- 8 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2021, down from 10 in Q4 2020.
- Funds reported $47.3M of CPI Inflation Hedged ETF stock for Q1 2021, down 0.17% quarter-over-quarter.
- 0 funds opened new CPI Inflation Hedged ETF positions in Q1 2021 and 2 closed out, a net change of -2 holders.
- The largest CPI Inflation Hedged ETF buyer in Q1 2021 was Gateway Advisory, an estimated $473K added.
- The largest CPI Inflation Hedged ETF seller in Q1 2021 was Susquehanna International Group, an estimated $206K sold.
Based on aggregated 13F filings for Q1 2021.