We are live on ! Find out more
PPI

AXS Astoria Inflation Sensitive ETF

40 hedge funds and large institutions have $60.9M invested in AXS Astoria Inflation Sensitive ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more funds holding

Funds holding: 2340 (+17)

68% more capital invested

Capital invested by funds: $36.3M → $60.9M (+$24.6M)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

41.01% less ownership

Funds ownership: 116.62%75.62% (-41%)

Holders
40
Holders Change
+17
Holders Change %
+73.91%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$291K +$297K +19,177 New
WDC
27
Woodward Diversified Capital
California
$232K +$241K +15,573 New
Osaic Holdings
28
Osaic Holdings
Arizona
$196K -$76.9K -4,969 -27%
AG
29
AlTi Global
New York
$188K +$195K +12,630 New
RJA
30
Raymond James & Associates
Florida
$186K +$193K +12,475 New
Comerica Bank
31
Comerica Bank
Texas
$185K +$192K +12,384 New
RA
32
RFG Advisory
Alabama
$174K -$63.7K -4,115 -26%
HI
33
Harbour Investments
Wisconsin
$134K -$18.8K -1,214 -12%
MA
34
Montag & Associates
Georgia
$52.7K +$54.7K +3,536 New
Morgan Stanley
35
Morgan Stanley
New York
$50.2K +$52.1K +3,368 +168,400%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$16K +$10.4K +671 +172%
BWL
37
Bogart Wealth LLC
Virginia
$5.96K
SAM
38
Smartleaf Asset Management
Massachusetts
$2.09K
C
39
Covestor
United Kingdom
$2K -$15 -1 -0.7%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K
UBS Group
41
UBS Group
Switzerland
-$103K -6,492 Closed

PPI Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AXS Astoria Inflation Sensitive ETF (PPI) for Q2 2024, worth a combined $60.9M — up 68% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PPI positions and 1 closed out — a net gain of 18 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Vermillion & White Wealth Management Group, opening a new position worth an estimated $5.33M. The largest seller was REAP Financial Group, cutting an estimated $151K.

  • 40 institutional investors held AXS Astoria Inflation Sensitive ETF (PPI) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $60.9M of AXS Astoria Inflation Sensitive ETF stock for Q2 2024, up 68% quarter-over-quarter.
  • 19 funds opened new AXS Astoria Inflation Sensitive ETF positions in Q2 2024 and 1 closed out, a net change of +18 holders.
  • The largest AXS Astoria Inflation Sensitive ETF buyer in Q2 2024 was Vermillion & White Wealth Management Group, an estimated $5.33M added.
  • The largest AXS Astoria Inflation Sensitive ETF seller in Q2 2024 was REAP Financial Group, an estimated $151K sold.

Based on aggregated 13F filings for Q2 2024.