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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

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
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
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.64M
2
Jane Street
Jane Street
New York
$1.49M
3
DAS
Dynamic Advisor Solutions
Arizona
$415K
4
Goldman Sachs
Goldman Sachs
New York
$923K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$686K

Top Sellers

1
PC
Pecaut & Co
Iowa
$0
2
XF
XML Financial
Maryland
$0
3
Bank of America
Bank of America
North Carolina
$2.79M
4
Osaic Holdings
Osaic Holdings
Arizona
$1.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$77.7K +$427 +13 +0.6%
UBS Group
27
UBS Group
Switzerland
$66K -$77.1K -2,351 -54%
GRP
28
Global Retirement Partners
California
$61.7K +$328 +10 +0.5%
ACA
29
Aptus Capital Advisors
Alabama
$38.6K +$38.6K +1,175 New
RIA
30
Realta Investment Advisors
Delaware
$32.8K +$32.8K +1,000 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$20.8K -$21K -640 -50%
KM
32
Kalos Management
Georgia
$13.4K +$5.84K +178 +77%
TSWM
33
Tyler-Stone Wealth Management
Ohio
$10K +$10K +300 New
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$4.91K -$983 -30 -17%
CFGS
35
Concourse Financial Group Securities
Alabama
$3.94K +$3.94K +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
HPC
46
HM Payson & Co
Maine
– -$6 – –
1
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