CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
8 hedge funds and large institutions have $13.4M invested in CPI Inflation Hedged ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
69% less capital invested
Capital invested by funds: $43.2M → $13.4M (-$29.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.2M |
| 2 |
Morgan Stanley
New York
|
+$62.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.8K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $10.9M | -$31M | -1,126,683 | -74% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.22M | +$2.2M | +79,906 | New |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $219K | -$2.64K | -96 | -1% |
|
|
4
Morgan Stanley
New York
| $74K | +$62.8K | +2,282 | +576% |
|
|
5
UBS Group
Zurich,
Switzerland
| $13K | +$13.3K | +482 | New |
|
6
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $4K | -$25.8K | -939 | -88% |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -40,929 | Closed |
|
CPI Hedge Fund Activity: Q1 2022 in Review
8 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2022, worth a combined $13.4M — down 69% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CPI positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.2M. The largest seller was Gateway Advisory, cutting an estimated $31M.
- 8 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $13.4M of CPI Inflation Hedged ETF stock for Q1 2022, down 69% quarter-over-quarter.
- 2 funds opened new CPI Inflation Hedged ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $2.2M added.
- The largest CPI Inflation Hedged ETF seller in Q1 2022 was Gateway Advisory, an estimated $31M sold.
Based on aggregated 13F filings for Q1 2022.