CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
9 hedge funds and large institutions have $48.9M invested in CPI Inflation Hedged ETF in 2021 Q2 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
13% more funds holding
Funds holding: 8 → 9 (+1)
3% more capital invested
Capital invested by funds: $47.3M → $48.9M (+$1.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$777K |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$384K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.51K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.89K |
| 5 |
Morgan Stanley
New York
|
+$355 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $47.5M | +$384K | +14,069 | +0.8% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $779K | +$777K | +28,429 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $334K | +$2.51K | +92 | +0.8% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $255K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $13K | -$9.07K | -332 | -41% |
|
|
6
Morgan Stanley
New York
| $11K | +$355 | +13 | +3% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $9K | +$1.89K | +69 | +26% |
|
8
Wells Fargo
San Francisco,
California
| $5K | +$27 | +1 | +0.5% |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
CPI Hedge Fund Activity: Q2 2021 in Review
9 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2021, worth a combined $48.9M — up 3.4% from $47.3M 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 Old Mission Capital, opening a new position worth an estimated $777K. The largest seller was UBS Group, cutting an estimated $9.07K.
- 9 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2021, up from 8 in Q1 2021.
- Funds reported $48.9M of CPI Inflation Hedged ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q2 2021 and 0 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q2 2021 was Old Mission Capital, an estimated $777K added.
- The largest CPI Inflation Hedged ETF seller in Q2 2021 was UBS Group, an estimated $9.07K sold.
Based on aggregated 13F filings for Q2 2021.