CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
7 hedge funds and large institutions have $48.6M invested in CPI Inflation Hedged ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $48.9M → $48.6M (-$337K)
22% less funds holding
Funds holding: 9 → 7 (-2)
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
|
+$659K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.75K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$779K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$334K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$17.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $48.3M | +$659K | +23,989 | +1% |
|
|
SWP
2
Stratos Wealth Partners
Beachwood,
Ohio
| $238K | -$17.8K | -649 | -7% |
|
|
3
UBS Group
Zurich,
Switzerland
| $19K | +$5.75K | +209 | +44% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $15K | +$5.36K | +195 | +59% |
|
5
Morgan Stanley
New York
| $11K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$779K | -28,429 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$334K | -12,208 | Closed |
|
CPI Hedge Fund Activity: Q3 2021 in Review
7 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q3 2021, worth a combined $48.6M — down 0.69% from $48.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CPI and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Gateway Advisory, adding an estimated $659K. The largest seller was Old Mission Capital, exiting entirely with an estimated $779K sold.
- 7 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q3 2021, down from 9 in Q2 2021.
- Funds reported $48.6M of CPI Inflation Hedged ETF stock for Q3 2021, down 0.69% quarter-over-quarter.
- 0 funds opened new CPI Inflation Hedged ETF positions in Q3 2021 and 2 closed out, a net change of -2 holders.
- The largest CPI Inflation Hedged ETF buyer in Q3 2021 was Gateway Advisory, an estimated $659K added.
- The largest CPI Inflation Hedged ETF seller in Q3 2021 was Old Mission Capital, an estimated $779K sold.
Based on aggregated 13F filings for Q3 2021.