Fidelity Stocks for Inflation ETF
FCPI
33 hedge funds and large institutions have $59.9M invested in Fidelity Stocks for Inflation ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
403% more capital invested
Capital invested by funds: $11.9M → $59.9M (+$48M)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
65% more funds holding
Funds holding: 20 → 33 (+13)
48.74% more ownership
Funds ownership: 12.1% → 60.84% (+49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$14.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.67M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.2M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.75M |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$4.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.02M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$256K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.3K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$24K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
26
Global Trust Asset Management
West Palm Beach,
Florida
| $133K | +$130K | +3,900 | New |
|
|
EIP
27
Ellis Investment Partners
Berwyn,
Pennsylvania
| $96K | +$432 | +13 | +0.5% |
|
|
CWP
28
Concord Wealth Partners
Abingdon,
Virginia
| $75K | +$466 | +14 | +0.6% |
|
|
COCM
29
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $34K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $30K | +$29.7K | +894 | New |
|
|
TSWM
31
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $10K | – | – | – |
|
|
OLVIG
32
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $3K | +$2.5K | +75 | New |
|
|
CG
33
Cutler Group
San Francisco,
California
| $3K | +$3.33K | +100 | New |
|
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$256K | -7,536 | Closed |
|
|
ACA
35
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$24K | -707 | Closed |
|
FCPI Hedge Fund Activity: Q1 2022 in Review
33 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2022, worth a combined $59.9M — up 403% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FCPI positions and 2 closed out — a net gain of 13 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $14.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.
- 33 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $59.9M of Fidelity Stocks for Inflation ETF stock for Q1 2022, up 403% quarter-over-quarter.
- 15 funds opened new Fidelity Stocks for Inflation ETF positions in Q1 2022 and 2 closed out, a net change of +13 holders.
- The largest Fidelity Stocks for Inflation ETF buyer in Q1 2022 was Rockefeller Capital Management, an estimated $14.5M added.
- The largest Fidelity Stocks for Inflation ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2022.