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Fidelity Stocks for Inflation ETF

46 hedge funds and large institutions have $75.9M invested in Fidelity Stocks for Inflation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$418K +$62.9K +2,161 +18%
SWM
27
Spire Wealth Management
Virginia
$386K +$386K +13,257 New
SPWM
28
Schrum Private Wealth Management
Florida
$385K +$385K +13,214 New
Goldman Sachs
29
Goldman Sachs
New York
$364K +$364K +12,505 New
IA
30
IFP Advisors
Florida
$329K
HI
31
Harbour Investments
Wisconsin
$256K +$256K +8,810 New
BCA
32
Bay Colony Advisors
Massachusetts
$246K -$14.8K -465 -6%
SPC
33
Sigma Planning Corp
Michigan
$237K +$237K +8,137 New
GRP
34
Global Retirement Partners
California
$206K +$18.6K +641 +10%
UFA
35
US Financial Advisors
Massachusetts
$204K +$204K +7,000 New
PTC
36
Private Trust Company
Ohio
$131K +$131K +4,500 New
CWP
37
Concord Wealth Partners
Virginia
$64K +$291 +10 +0.5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$55K +$28.9K +990 +111%
EIP
39
Ellis Investment Partners
Pennsylvania
$41K -$40.6K -1,410 -50%
UBS Group
40
UBS Group
Switzerland
$30K +$30K +1,039 New
COCM
41
Charter Oak Capital Management
New Hampshire
$29K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$29K +$29K +1,000 New
TSWM
43
Tyler-Stone Wealth Management
Ohio
$9K
HPC
44
HM Payson & Co
Maine
$6K +$6K +206 New
TFS
45
TrustCore Financial Services
Tennessee
$3K +$3K +100 New
IWM
46
IHT Wealth Management
Illinois
-$305K -8,965 Closed
CAN
47
Cetera Advisor Networks
California
-$215K -6,336 Closed
1CP
48
17 Capital Partners
Arizona
-$201K -5,910 Closed
GTAM
49
Global Trust Asset Management
Florida
-$133K -3,900 Closed
CG
50
Cutler Group
California
-$3K -100 Closed