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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
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
Shares
Change %
IA
26
IFP Advisors
Florida
$330K +$176 +7 +0.1%
SPWM
27
Schrum Private Wealth Management
Florida
$310K -$62.2K -2,208 -17%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$263K +$210K +7,458 +396%
HI
29
Harbour Investments
Wisconsin
$256K
SPC
30
Sigma Planning Corp
Michigan
$237K +$7.97K +283 +3%
SWM
31
Spire Wealth Management
Virginia
$214K -$160K -5,673 -43%
BCA
32
Bay Colony Advisors
Massachusetts
$213K -$5.18K -184 -2%
GRP
33
Global Retirement Partners
California
$192K -$33.2K -1,045 -15%
PTC
34
Private Trust Company
Ohio
$127K
AIP
35
Almanack Investment Partners
Pennsylvania
$42K +$42K +1,500 New
EIP
36
Ellis Investment Partners
Pennsylvania
$40K +$196 +7 +0.5%
RIA
37
Realta Investment Advisors
Delaware
$28K +$28K +1,000 New
TSWM
38
Tyler-Stone Wealth Management
Ohio
$8K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$5K +$5K +185 New
PWP
40
Principle Wealth Partners
Connecticut
$1.25K -$34 -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
-$6K -206 Closed
TFS
49
TrustCore Financial Services
Tennessee
-$3K -100 Closed