CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
7 hedge funds and large institutions have $43.2M invested in CPI Inflation Hedged ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
11% less capital invested
Capital invested by funds: $48.6M → $43.2M (-$5.31M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$6.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$18.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $41.9M | -$6.57M | -238,086 | -14% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.13M | +$1.13M | +40,929 | New |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $220K | -$18.6K | -674 | -8% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $30K | +$15K | +543 | +103% |
|
5
Morgan Stanley
New York
| $11K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$19K | -683 | Closed |
|
CPI Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2021, worth a combined $43.2M — down 11% from $48.6M a quarter earlier.
Fund positioning in CPI was balanced in Q4 2021: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.13M. The largest seller was Gateway Advisory, cutting an estimated $6.57M.
- 7 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $43.2M of CPI Inflation Hedged ETF stock for Q4 2021, down 11% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q4 2021 and 1 closed out, a net change of 0 holders.
- The largest CPI Inflation Hedged ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.13M added.
- The largest CPI Inflation Hedged ETF seller in Q4 2021 was Gateway Advisory, an estimated $6.57M sold.
Based on aggregated 13F filings for Q4 2021.