AXS Astoria Inflation Sensitive ETF
PPI
29 hedge funds and large institutions have $48.5M invested in AXS Astoria Inflation Sensitive ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
42.03% more ownership
Funds ownership: 125.15% → 167.18% (+42%)
36% more capital invested
Capital invested by funds: $35.6M → $48.5M (+$12.9M)
4% more funds holding
Funds holding: 28 → 29 (+1)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
Astoria Portfolio Advisors
New York
|
+$779K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$499K |
| 3 |
AC
Avestar Capital
New York
|
+$423K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$270K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.22M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$667K |
| 3 |
Jane Street
New York
|
-$544K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$503K |
| 5 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
-$351K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
26
Covestor
London,
United Kingdom
| $2K | +$52 | +4 | +3% |
|
|
SAM
27
Smartleaf Asset Management
Boston,
Massachusetts
| $1.93K | +$1.82K | +140 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $548 | +$493 | +38 | +1,900% |
|
|
KWM
30
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$667K | -52,048 | Closed |
|
|
BCM
31
Brookstone Capital Management
Wheaton,
Illinois
| – | -$218K | -17,140 | Closed |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$38.1K | -2,972 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$27 | -2 | Closed |
|
PPI Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AXS Astoria Inflation Sensitive ETF (PPI) for Q4 2023, worth a combined $48.5M — up 36% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PPI positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Astoria Portfolio Advisors, adding an estimated $779K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.22M.
- 29 institutional investors held AXS Astoria Inflation Sensitive ETF (PPI) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $48.5M of AXS Astoria Inflation Sensitive ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 6 funds opened new AXS Astoria Inflation Sensitive ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest AXS Astoria Inflation Sensitive ETF buyer in Q4 2023 was Astoria Portfolio Advisors, an estimated $779K added.
- The largest AXS Astoria Inflation Sensitive ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2023.