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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

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

39% more funds holding

Funds holding: 3346 (+13)

28.99% more ownership

Funds ownership: 60.84%89.83% (+29%)

27% more capital invested

Capital invested by funds: $59.9M → $75.9M (+$16M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.77%
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
Change in
Stake
MC
26
Moors & Cabot
Massachusetts
$418K +$69.4K +2,161 +18%
SWM
27
Spire Wealth Management
Virginia
$386K +$426K +13,257 New
SPWM
28
Schrum Private Wealth Management
Florida
$385K +$424K +13,214 New
Goldman Sachs
29
Goldman Sachs
New York
$364K +$402K +12,505 New
IA
30
IFP Advisors
Florida
$329K
HI
31
Harbour Investments
Wisconsin
$256K +$283K +8,810 New
BCA
32
Bay Colony Advisors
Massachusetts
$246K -$14.9K -465 -6%
SPC
33
Sigma Planning Corp
Michigan
$237K +$261K +8,137 New
GRP
34
Global Retirement Partners
California
$206K +$20.6K +641 +10%
UFA
35
US Financial Advisors
Massachusetts
$204K +$225K +7,000 New
PTC
36
Private Trust Company
Ohio
$131K +$145K +4,500 New
CWP
37
Concord Wealth Partners
Virginia
$64K +$321 +10 +0.5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$55K +$31.8K +990 +111%
EIP
39
Ellis Investment Partners
Pennsylvania
$41K -$45.3K -1,410 -50%
UBS Group
40
UBS Group
Switzerland
$30K +$33.4K +1,039 New
COCM
41
Charter Oak Capital Management
New Hampshire
$29K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$29K +$32.1K +1,000 New
TSWM
43
Tyler-Stone Wealth Management
Ohio
$9K
HPC
44
HM Payson & Co
Maine
$6K +$6.62K +206 New
TFS
45
TrustCore Financial Services
Tennessee
$3K +$3.21K +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

FCPI Hedge Fund Activity: Q2 2022 in Review

46 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2022, worth a combined $75.9M — up 27% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FCPI positions and 6 closed out — a net gain of 14 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $5.52M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.1M.

  • 46 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2022, up from 33 in Q1 2022.
  • Funds reported $75.9M of Fidelity Stocks for Inflation ETF stock for Q2 2022, up 27% quarter-over-quarter.
  • 20 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2022 and 6 closed out, a net change of +14 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $5.52M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2022 was Commonwealth Equity Services, an estimated $5.1M sold.

Based on aggregated 13F filings for Q2 2022.