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PPI

AXS Astoria Inflation Sensitive ETF
PPI

44 hedge funds and large institutions have $73.8M invested in AXS Astoria Inflation Sensitive ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $54.3M → $73.8M (+$19.5M)

10% more funds holding

Funds holding: 40 → 44 (+4)

2.9% more ownership

Funds ownership: 80.82% → 83.72% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
18
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APA
Astoria Portfolio Advisors
New York
+$4.65M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.9M
3
HGA
Hobbs Group Advisors
South Carolina
+$884K
4
WIA
World Investment Advisors
California
+$735K
5
PWM
Puff Wealth Management
New Jersey
+$696K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$209K
2
CAM
Clark Asset Management
New Hampshire
-$83.5K
3
UBS Group
UBS Group
Switzerland
-$66.5K
4
MA
Montag & Associates
Georgia
-$64.8K
5
Jane Street
Jane Street
New York
-$53.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
26
REAP Financial Group
Texas
$366K -$12.5K -673 -3%
Ameriprise
27
Ameriprise
Minnesota
$351K +$19.9K +1,069 +6%
SWMG
28
Sard Wealth Management Group
Georgia
$333K +$857 +46 +0.3%
Osaic Holdings
29
Osaic Holdings
Arizona
$318K +$94.2K +5,059 +42%
GM
30
GeoWealth Management
Illinois
$290K +$290K +15,554 New
BAM
31
Belpointe Asset Management
Nevada
$247K +$247K +13,287 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$220K -$5.49K -295 -2%
AG
33
AlTi Global
New York
$212K – – –
CAM
34
Clark Asset Management
New Hampshire
$209K -$83.5K -4,481 -28%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$195K +$195K +10,472 New
Comerica Bank
36
Comerica Bank
Texas
$188K +$484 +26 +0.3%
HI
37
Harbour Investments
Wisconsin
$163K – – –
MEG
38
Millstone Evans Group
Colorado
$138K – – –
Morgan Stanley
39
Morgan Stanley
New York
$17.4K – – –
EWM
40
Evolution Wealth Management
Florida
$14.4K +$12.1K +652 +548%
BWL
41
Bogart Wealth LLC
Virginia
$7.45K – – –
SAM
42
Smartleaf Asset Management
Massachusetts
$2.63K – – –
C
43
Covestor
United Kingdom
$2K – – –
UBS Group
44
UBS Group
Switzerland
$670 -$66.5K -3,571 -99%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
– -$209K -11,401 Closed
MA
46
Montag & Associates
Georgia
– -$64.8K -3,536 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$23K -1,260 Closed
MCM
48
MAI Capital Management
Ohio
– -$2.18K -119 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– -$1K -80 Closed
1
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PPI Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AXS Astoria Inflation Sensitive ETF (PPI) for Q4 2025, worth a combined $73.8M — up 36% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PPI positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Astoria Portfolio Advisors, adding an estimated $4.65M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $209K sold.

  • 44 institutional investors held AXS Astoria Inflation Sensitive ETF (PPI) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $73.8M of AXS Astoria Inflation Sensitive ETF stock for Q4 2025, up 36% quarter-over-quarter.
  • 9 funds opened new AXS Astoria Inflation Sensitive ETF positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest AXS Astoria Inflation Sensitive ETF buyer in Q4 2025 was Astoria Portfolio Advisors, an estimated $4.65M added.
  • The largest AXS Astoria Inflation Sensitive ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2025.