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Fidelity Stocks for Inflation ETF

40 hedge funds and large institutions have $57.6M invested in Fidelity Stocks for Inflation ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

13% less funds holding

Funds holding: 4640 (-6)

17.73% less ownership

Funds ownership: 89.83%72.1% (-18%)

24% less capital invested

Capital invested by funds: $75.9M → $57.6M (-$18.2M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$330K +$215 +7 +0.1%
SPWM
27
Schrum Private Wealth Management
Florida
$310K -$67.7K -2,208 -17%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$263K +$229K +7,458 +396%
HI
29
Harbour Investments
Wisconsin
$256K
SPC
30
Sigma Planning Corp
Michigan
$237K +$8.67K +283 +3%
SWM
31
Spire Wealth Management
Virginia
$214K -$174K -5,673 -43%
BCA
32
Bay Colony Advisors
Massachusetts
$213K -$5.64K -184 -2%
GRP
33
Global Retirement Partners
California
$192K -$32K -1,045 -15%
PTC
34
Private Trust Company
Ohio
$127K
AIP
35
Almanack Investment Partners
Pennsylvania
$42K +$46K +1,500 New
EIP
36
Ellis Investment Partners
Pennsylvania
$40K +$215 +7 +0.5%
RIA
37
Realta Investment Advisors
Delaware
$28K +$30.6K +1,000 New
TSWM
38
Tyler-Stone Wealth Management
Ohio
$8K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$5K +$5.67K +185 New
PWP
40
Principle Wealth Partners
Connecticut
$1.25K -$36.8K -1,202 -3%
BBL
41
Beck Bode LLC
Massachusetts
-$4.35M -149,534 Closed
OMC
42
Old Mission Capital
Illinois
-$1.94M -66,560 Closed
UFA
43
US Financial Advisors
Massachusetts
-$204K -7,000 Closed
CWP
44
Concord Wealth Partners
Virginia
-$64K -2,202 Closed
UBS Group
45
UBS Group
Switzerland
-$30K -1,039 Closed
COCM
46
Charter Oak Capital Management
New Hampshire
-$29K -1,003 Closed
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
-$29K -1,000 Closed
HPC
48
HM Payson & Co
Maine
-$6.31K -206 Closed
TFS
49
TrustCore Financial Services
Tennessee
-$3K -100 Closed

FCPI Hedge Fund Activity: Q3 2022 in Review

40 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q3 2022, worth a combined $57.6M — down 24% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FCPI and 4 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.18M. The largest seller was Beck Bode LLC, exiting entirely with an estimated $4.35M sold.

  • 40 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q3 2022, down from 46 in Q2 2022.
  • Funds reported $57.6M of Fidelity Stocks for Inflation ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 4 funds opened new Fidelity Stocks for Inflation ETF positions in Q3 2022 and 10 closed out, a net change of -6 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.18M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q3 2022 was Beck Bode LLC, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2022.