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CPI

CPI Inflation Hedged ETF
CPI

Delisted

CPI was delisted on the 12th of December, 2023.

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7 hedge funds and large institutions have $1.18M invested in CPI Inflation Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

46% less capital invested

Capital invested by funds: $2.18M → $1.18M (-$1.01M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$9.54K
2
Morgan Stanley
Morgan Stanley
New York
+$75

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$667K
2
Osaic Holdings
Osaic Holdings
Arizona
-$193K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$135K
4
UBS Group
UBS Group
Switzerland
-$54.4K
5
Bank of America
Bank of America
North Carolina
-$8.34K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$600K -$8.34K -334 -1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$492K -$135K -5,398 -22%
Morgan Stanley
3
Morgan Stanley
New York
$66.9K +$75 +3 +0.1%
WIM
4
WealthPlan Investment Management
Nebraska
$9.72K +$9.54K +382 New
UBS Group
5
UBS Group
Switzerland
$4.81K -$54.4K -2,177 -92%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.54K -$193K -7,728 -99%
NA
7
NewEdge Advisors
Louisiana
$25 – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
– -$667K -27,050 Closed

CPI Hedge Fund Activity: Q1 2023 in Review

7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q1 2023, worth a combined $1.18M — down 46% from $2.18M a quarter earlier.

Fund positioning in CPI was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $9.54K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $667K sold.

  • 7 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.18M of CPI Inflation Hedged ETF stock for Q1 2023, down 46% quarter-over-quarter.
  • 1 fund opened new CPI Inflation Hedged ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest CPI Inflation Hedged ETF buyer in Q1 2023 was WealthPlan Investment Management, an estimated $9.54K added.
  • The largest CPI Inflation Hedged ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $667K sold.

Based on aggregated 13F filings for Q1 2023.