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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

48 hedge funds and large institutions have $46M invested in Fidelity Stocks for Inflation ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Harbour Investments
Wisconsin
$1.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.87M
3
AWS
Atria Wealth Solutions
New York
$385K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$742K
5
PC
Pecaut & Co
Iowa
$3.79M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$936K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$239K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.36M
4
CWG
Crown Wealth Group
North Carolina
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$919K
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
$315K -$25.4K -820 -7%
MWM
28
Meridian Wealth Management
Kentucky
$284K -$81K -2,616 -22%
SPC
29
Sigma Planning Corp
Michigan
$266K +$5.32K +172 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$239K -$5.56M -179,923 -96%
BCA
31
Bay Colony Advisors
Massachusetts
$222K -$11.8K -381 -5%
SWM
32
Spire Wealth Management
Virginia
$209K -$25.3K -820 -11%
CAN
33
Cetera Advisor Networks
California
$200K +$200K +6,465 New
PTC
34
Private Trust Company
Ohio
$139K – – –
UBS Group
35
UBS Group
Switzerland
$138K +$138K +4,471 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$104K -$185K -5,987 -64%
CWP
37
Concord Wealth Partners
Virginia
$64K +$64K +2,068 New
GRP
38
Global Retirement Partners
California
$57K -$130K -4,206 -70%
ASN
39
Advisory Services Network
Georgia
$55.7K +$55.7K +1,801 New
RIA
40
Realta Investment Advisors
Delaware
$31K – – –
Morgan Stanley
41
Morgan Stanley
New York
$15.6K +$15.6K +504 New
TSWM
42
Tyler-Stone Wealth Management
Ohio
$9K – – –
KM
43
Kalos Management
Georgia
$7.15K +$7.15K +231 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$5.56K -$154 -5 -3%
PFG
45
Piershale Financial Group
Illinois
$1.55K +$1.55K +50 New
CFGS
46
Concourse Financial Group Securities
Alabama
$1.21K +$1.21K +39 New
SPIA
47
Steward Partners Investment Advisory
New York
$805 +$805 +26 New
CWG
48
Crown Wealth Group
North Carolina
– -$2.16M -76,736 Closed
AIP
49
Almanack Investment Partners
Pennsylvania
– -$42K -1,500 Closed
EIP
50
Ellis Investment Partners
Pennsylvania
– -$40K -1,430 Closed
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