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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

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
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
–

Top Buyers

1
PC
Pecaut & Co
Iowa
$4.03M
2
Goldman Sachs
Goldman Sachs
New York
$613K
3
DFG
Demars Financial Group
Washington
$1.26M
4
LNC
Lincoln National Corp
Pennsylvania
$965K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$676K

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
2
KAS
Kestra Advisory Services
Texas
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
HI
Harbour Investments
Wisconsin
$271K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$142K – – –
UBS Group
27
UBS Group
Switzerland
$137K -$3.37K -107 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$135K -$802K -25,410 -86%
CWP
29
Concord Wealth Partners
Virginia
$74.2K +$9.07K +288 +14%
GRP
30
Global Retirement Partners
California
$58.8K +$848 +27 +1%
ASN
31
Advisory Services Network
Georgia
$56.9K +$220 +7 +0.4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$40.1K -$65.5K -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 -$334 -10,611 -11%
PFG
36
Piershale Financial Group
Illinois
$1.57K – – –
WP
37
WealthPLAN Partners
Nebraska
$283 +$283 +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
– -$31K -1,000 Closed
Morgan Stanley
46
Morgan Stanley
New York
– -$15.6K -504 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– -$1.21K -39 Closed
SPIA
48
Steward Partners Investment Advisory
New York
– -$805 -26 Closed
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