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Fidelity Stocks for Inflation ETF

37 hedge funds and large institutions have $27.3M invested in Fidelity Stocks for Inflation ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.8% less ownership

Funds ownership: 21.56%15.76% (-5.8%)

23% less funds holding

Funds holding: 4837 (-11)

41% less capital invested

Capital invested by funds: $46M → $27.3M (-$18.7M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

91% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 11

Holders
37
Holders Change
-11
Holders Change %
-22.92%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
26
Private Trust Company
Ohio
$142K
UBS Group
27
UBS Group
Switzerland
$137K -$3.35K -107 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$135K -$796K -25,410 -86%
CWP
29
Concord Wealth Partners
Virginia
$74.2K +$9.02K +288 +14%
GRP
30
Global Retirement Partners
California
$58.8K +$846 +27 +1%
ASN
31
Advisory Services Network
Georgia
$56.9K +$219 +7 +0.4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$40.1K -$65.2K -2,081 -62%
KM
33
Kalos Management
Georgia
$7.27K
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$5.67K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.64K -$332K -10,611 -11%
PFG
36
Piershale Financial Group
Illinois
$1.57K
WP
37
WealthPLAN Partners
Nebraska
$283 +$282 +9 New
HPC
38
HM Payson & Co
Maine
$6
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
-$7.36M -237,823 Closed
KAS
40
Kestra Advisory Services
Texas
-$2.59M -83,629 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
-$1.87M -60,544 Closed
SPWM
42
Schrum Private Wealth Management
Florida
-$315K -10,186 Closed
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
-$239K -7,732 Closed
CAN
44
Cetera Advisor Networks
California
-$200K -6,465 Closed
RIA
45
Realta Investment Advisors
Delaware
-$30.9K -1,000 Closed
Morgan Stanley
46
Morgan Stanley
New York
-$15.6K -504 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-$1.22K -39 Closed
SPIA
48
Steward Partners Investment Advisory
New York
-$805 -26 Closed

FCPI Hedge Fund Activity: Q1 2023 in Review

37 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2023, worth a combined $27.3M — down 41% from $46M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FCPI and 1 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Pecaut & Co, adding an estimated $179K. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $7.36M sold.

  • 37 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2023, down from 48 in Q4 2022.
  • Funds reported $27.3M of Fidelity Stocks for Inflation ETF stock for Q1 2023, down 41% quarter-over-quarter.
  • 1 fund opened new Fidelity Stocks for Inflation ETF positions in Q1 2023 and 11 closed out, a net change of -10 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q1 2023 was Pecaut & Co, an estimated $179K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q1 2023 was Rockefeller Capital Management, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2023.