CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
11 hedge funds and large institutions have $3.79M invested in CPI Inflation Hedged ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more funds holding
Funds holding: 8 → 11 (+3)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
72% less capital invested
Capital invested by funds: $13.4M → $3.79M (-$9.66M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.38M |
| 2 |
OC
Oppenheimer & Co
New York
|
+$701K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$665K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$48.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.33M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$219K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $1.32M | +$1.38M | +51,589 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $766K | -$1.33M | -49,946 | -63% |
|
|
OC
3
Oppenheimer & Co
New York
| $672K | +$701K | +26,294 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $637K | +$665K | +24,917 | New |
|
|
GA
5
Gateway Advisory
Westfield,
New Jersey
| $208K | -$10.3M | -384,370 | -98% |
|
6
Morgan Stanley
New York
| $68K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $59K | +$48.6K | +1,823 | +378% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $29K | +$26.4K | +989 | +755% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $23K | +$23.7K | +887 | New |
|
|
PFGIA
10
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | +$53 | +2 | +1% |
|
|
SWP
11
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$219K | -7,881 | Closed |
|
|
12
Wells Fargo
San Francisco,
California
| – | -$5.33K | -200 | -100% |
|
CPI Hedge Fund Activity: Q2 2022 in Review
11 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2022, worth a combined $3.79M — down 72% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPI positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.38M. The largest seller was Gateway Advisory, cutting an estimated $10.3M.
- 11 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2022, up from 8 in Q1 2022.
- Funds reported $3.79M of CPI Inflation Hedged ETF stock for Q2 2022, down 72% quarter-over-quarter.
- 4 funds opened new CPI Inflation Hedged ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
- The largest CPI Inflation Hedged ETF buyer in Q2 2022 was Old Mission Capital, an estimated $1.38M added.
- The largest CPI Inflation Hedged ETF seller in Q2 2022 was Gateway Advisory, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2022.