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PPI

AXS Astoria Inflation Sensitive ETF

40 hedge funds and large institutions have $54.3M invested in AXS Astoria Inflation Sensitive ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $43M → $54.3M (+$11.3M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

5% more funds holding

Funds holding: 3840 (+2)

5.2% more ownership

Funds ownership: 75.62%80.82% (+5.2%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
13
Reduced
11
Closed
7
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$209K +$196K +11,401 New
AG
27
AlTi Global
New York
$209K -$2.97K -173 -1%
Comerica Bank
28
Comerica Bank
Texas
$184K +$25.5K +1,485 +17%
HI
29
Harbour Investments
Wisconsin
$160K +$2.35K +137 +2%
MEG
30
Millstone Evans Group
Colorado
$136K -$10.1K -586 -7%
UBS Group
31
UBS Group
Switzerland
$66.1K -$35K -2,036 -36%
MA
32
Montag & Associates
Georgia
$64.8K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$23K +$21.7K +1,260 New
Morgan Stanley
34
Morgan Stanley
New York
$17.1K
BWL
35
Bogart Wealth LLC
Virginia
$7.33K
SAM
36
Smartleaf Asset Management
Massachusetts
$2.56K
MCM
37
MAI Capital Management
Ohio
$2.18K
EWM
38
Evolution Wealth Management
Florida
$2.18K +$2.04K +119 New
C
39
Covestor
United Kingdom
$2K -$292 -17 -15%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K
AA
41
Armis Advisers
Georgia
-$1.06M -64,613 Closed
Citadel Advisors
42
Citadel Advisors
Florida
-$854K -52,252 Closed
FTUS
43
Flow Traders U.S.
New York
-$824K -50,412 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
-$169K -10,323 Closed
WCM
45
WealthTrak Capital Management
Virginia
-$17.1K -1,046 Closed
T
46
Transce3nd
Texas
-$5.69K -348 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$65 -4 Closed

PPI Hedge Fund Activity: Q3 2025 in Review

40 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AXS Astoria Inflation Sensitive ETF (PPI) for Q3 2025, worth a combined $54.3M — up 26% from $43M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PPI positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Oregon Pacific Wealth Management, opening a new position worth an estimated $2.62M. The largest seller was Armis Advisers, exiting entirely with an estimated $1.06M sold.

  • 40 institutional investors held AXS Astoria Inflation Sensitive ETF (PPI) as of Q3 2025, up from 38 in Q2 2025.
  • Funds reported $54.3M of AXS Astoria Inflation Sensitive ETF stock for Q3 2025, up 26% quarter-over-quarter.
  • 9 funds opened new AXS Astoria Inflation Sensitive ETF positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest AXS Astoria Inflation Sensitive ETF buyer in Q3 2025 was Oregon Pacific Wealth Management, an estimated $2.62M added.
  • The largest AXS Astoria Inflation Sensitive ETF seller in Q3 2025 was Armis Advisers, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2025.