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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

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

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
APA
1
Astoria Portfolio Advisors
New York
$26.4M +$4.65M +249,857 +25%
HGA
2
Hobbs Group Advisors
South Carolina
$14.9M +$884K +47,467 +6%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.9M +$3.9M +209,311 New
VWWMG
4
Vermillion & White Wealth Management Group
Pennsylvania
$3.55M +$141K +7,590 +4%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$2.79M -$44.8K -2,408 -2%
PWM
6
Puff Wealth Management
New Jersey
$1.99M +$696K +37,395 +56%
LPL Financial
7
LPL Financial
California
$1.82M +$90.4K +4,852 +5%
BWM
8
BlackDiamond Wealth Management
New York
$1.4M +$78.3K +4,203 +7%
LA
9
Latitude Advisors
Florida
$1.37M +$64.9K +3,484 +5%
CCAM
10
Cascades Capital Asset Management
North Carolina
$1.15M +$379K +20,323 +49%
OBWG
11
Onyx Bridge Wealth Group
New York
$1.14M +$92.7K +4,977 +9%
SWM
12
Silverlake Wealth Management
Vermont
$1.13M +$342K +18,383 +43%
PWM
13
Pursuit Wealth Management
Florida
$1.07M +$1.07M +57,454 New
BCI
14
Brinker Capital Investments
Pennsylvania
$1.03M +$264K +14,179 +34%
4A
15
4Wealth Advisors
Illinois
$957K +$416K +22,348 +77%
FSA
16
Financial Services Advisory
Maryland
$904K -$8.29K -445 -0.9%
WIA
17
World Investment Advisors
California
$736K +$735K +39,488 New
EIP
18
Ellis Investment Partners
Pennsylvania
$591K -$23.8K -1,279 -4%
Raymond James Financial
19
Raymond James Financial
Florida
$561K -$11.7K -628 -2%
WA
20
Waddell & Associates
Tennessee
$561K – – –
SSWM
21
Strait & Sound Wealth Management
California
$555K +$29.8K +1,601 +6%
FTUS
22
Flow Traders U.S.
New York
$543K +$543K +29,169 New
Jane Street
23
Jane Street
New York
$529K -$53.2K -2,859 -9%
BPW
24
BlueDoor Private Wealth
Massachusetts
$510K +$510K +27,369 New
AA
25
Armis Advisers
Georgia
$423K +$390K +20,927 New
1
2

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.