CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
4 hedge funds and large institutions have $1.11M invested in CPI Inflation Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
5% less capital invested
Capital invested by funds: $1.18M → $1.11M (-$61.1K)
43% less funds holding
Funds holding: 7 → 4 (-3)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42K |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$9.72K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.81K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.01K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $596K | -$2.01K | -80 | -0.3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $448K | -$42K | -1,670 | -9% |
|
|
3
Morgan Stanley
New York
| $67.9K | +$1.23K | +49 | +2% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2.54K | – | – | – |
|
|
WIM
5
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$9.72K | -382 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$4.81K | -189 | Closed |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| – | -$25 | -1 | Closed |
|
CPI Hedge Fund Activity: Q2 2023 in Review
4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q2 2023, worth a combined $1.11M — down 5.2% from $1.18M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CPI and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $1.23K. The largest seller was Susquehanna International Group, cutting an estimated $42K.
- 4 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q2 2023, down from 7 in Q1 2023.
- Funds reported $1.11M of CPI Inflation Hedged ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
- 0 funds opened new CPI Inflation Hedged ETF positions in Q2 2023 and 3 closed out, a net change of -3 holders.
- The largest CPI Inflation Hedged ETF buyer in Q2 2023 was Morgan Stanley, an estimated $1.23K added.
- The largest CPI Inflation Hedged ETF seller in Q2 2023 was Susquehanna International Group, an estimated $42K sold.
Based on aggregated 13F filings for Q2 2023.