CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
7 hedge funds and large institutions have $2.18M invested in CPI Inflation Hedged ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $1.88M → $2.18M (+$306K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$259K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$66.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$29.9K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$84.8K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $667K | -$84.8K | -3,414 | -11% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $610K | -$17.6K | -709 | -3% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $590K | +$259K | +10,442 | +77% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $192K | +$66.5K | +2,677 | +52% |
|
5
Morgan Stanley
New York
| $64.7K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $58.3K | +$29.9K | +1,205 | +104% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| – | +$25 | +1 | New |
|
CPI Hedge Fund Activity: Q4 2022 in Review
7 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2022, worth a combined $2.18M — up 16% from $1.88M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CPI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $259K. The largest seller was Envestnet Asset Management, cutting an estimated $84.8K.
- 7 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $2.18M of CPI Inflation Hedged ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q4 2022 was Bank of America, an estimated $259K added.
- The largest CPI Inflation Hedged ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $84.8K sold.
Based on aggregated 13F filings for Q4 2022.