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Fidelity Stocks for Inflation ETF

36 hedge funds and large institutions have $24.3M invested in Fidelity Stocks for Inflation ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% less ownership

Funds ownership: 15.76%13.97% (-1.8%)

3% less funds holding

Funds holding: 3736 (-1)

11% less capital invested

Capital invested by funds: $27.3M → $24.3M (-$3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Concord Wealth Partners
Virginia
$77.7K +$413 +13 +0.6%
UBS Group
27
UBS Group
Switzerland
$66K -$74.7K -2,351 -54%
GRP
28
Global Retirement Partners
California
$61.7K +$318 +10 +0.5%
ACA
29
Aptus Capital Advisors
Alabama
$38.6K +$37.3K +1,175 New
RIA
30
Realta Investment Advisors
Delaware
$32.8K +$31.8K +1,000 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$20.8K -$20.3K -640 -50%
KM
32
Kalos Management
Georgia
$13.4K +$5.66K +178 +77%
TSWM
33
Tyler-Stone Wealth Management
Ohio
$10K +$9.53K +300 New
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$4.91K -$953 -30 -17%
CFGS
35
Concourse Financial Group Securities
Alabama
$3.94K +$3.81K +120 New
PFG
36
Piershale Financial Group
Illinois
$1.64K
PC
37
Pecaut & Co
Iowa
-$4.03M -128,024 Closed
XF
38
XML Financial
Maryland
-$1.99M -63,330 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
-$676K -21,453 Closed
Citadel Advisors
40
Citadel Advisors
Florida
-$596K -18,917 Closed
AWS
41
Atria Wealth Solutions
New York
-$398K -12,640 Closed
BCA
42
Bay Colony Advisors
Massachusetts
-$221K -7,109 Closed
SPC
43
Sigma Planning Corp
Michigan
-$217K -6,906 Closed
ASN
44
Advisory Services Network
Georgia
-$56.9K -1,808 Closed
WP
45
WealthPLAN Partners
Nebraska
-$283 -9 Closed

FCPI Hedge Fund Activity: Q2 2023 in Review

36 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2023, worth a combined $24.3M — down 11% from $27.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FCPI and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.45M. The largest seller was Pecaut & Co, exiting entirely with an estimated $4.03M sold.

  • 36 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $24.3M of Fidelity Stocks for Inflation ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 8 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.45M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2023 was Pecaut & Co, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.