Ionic Inflation Protection ETF
CPII
9 hedge funds and large institutions have $2.19M invested in Ionic Inflation Protection ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
27% more capital invested
Capital invested by funds: $1.73M → $2.19M (+$464K)
2.09% more ownership
Funds ownership: 13.85% → 15.95% (+2.1%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$340K |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$125K |
| 3 |
JP Morgan Chase
New York
|
+$6.01K |
| 4 |
Morgan Stanley
New York
|
+$3.93K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.42K |
Top Sellers
| 1 |
Jane Street
New York
|
-$48K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.37K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$156 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $858K | -$48K | -2,469 | -5% |
|
|
TI
2
Tidal Investments
Milwaukee,
Wisconsin
| $599K | +$125K | +6,421 | +27% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $342K | +$340K | +17,483 | New |
|
|
CWM
4
Centric Wealth Management
Chicago,
Illinois
| $322K | -$156 | -8 | -0% |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $59.7K | -$8.37K | -430 | -12% |
|
|
6
JP Morgan Chase
New York
| $6.05K | +$6.01K | +309 | New |
|
|
7
Morgan Stanley
New York
| $3.99K | +$3.93K | +202 | +10,100% |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.43K | +$1.42K | +73 | New |
|
|
EBA
9
Eagle Bay Advisors
New York
| $157 | +$156 | +8 | New |
|
CPII Hedge Fund Activity: Q1 2024 in Review
9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ionic Inflation Protection ETF (CPII) for Q1 2024, worth a combined $2.19M — up 27% from $1.73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPII positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $340K. The largest seller was Jane Street, cutting an estimated $48K.
- 9 institutional investors held Ionic Inflation Protection ETF (CPII) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $2.19M of Ionic Inflation Protection ETF stock for Q1 2024, up 27% quarter-over-quarter.
- 4 funds opened new Ionic Inflation Protection ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Ionic Inflation Protection ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $340K added.
- The largest Ionic Inflation Protection ETF seller in Q1 2024 was Jane Street, an estimated $48K sold.
Based on aggregated 13F filings for Q1 2024.