Fidelity Stocks for Inflation ETF
FCPI
29 hedge funds and large institutions have $21M invested in Fidelity Stocks for Inflation ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 8 closing their positions.
1.81% more ownership
Funds ownership: 13.97% → 15.78% (+1.8%)
13% less capital invested
Capital invested by funds: $24.3M → $21M (-$3.26M)
19% less funds holding
Funds holding: 36 → 29 (-7)
72% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 18
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$428K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$118K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$990 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36M |
| 4 |
GS
GTS Securities
New York
|
-$804K |
| 5 |
Jane Street
New York
|
-$386K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $62.2K | -$2.44K | -74 | -4% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $59.9K | +$297 | +9 | +0.5% |
|
|
28
Fidelity Investments
Boston,
Massachusetts
| $21.3K | +$990 | +30 | +5% |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $3.85K | – | – | – |
|
|
MWM
30
Meridian Wealth Management
Lexington,
Kentucky
| – | -$301K | -9,187 | Closed |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$258K | -7,874 | Closed |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| – | -$98.4K | -3,000 | Closed |
|
|
ACA
33
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$38.6K | -1,175 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$32.8K | -1,000 | Closed |
|
|
KM
35
Kalos Management
Alpharetta,
Georgia
| – | -$13.4K | -409 | Closed |
|
|
TSWM
36
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$10K | -300 | Closed |
|
37
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$4.91K | -150 | Closed |
|
FCPI Hedge Fund Activity: Q3 2023 in Review
29 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q3 2023, worth a combined $21M — down 13% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FCPI and 2 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 5 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.2M. The largest seller was Kestra Private Wealth Services, cutting an estimated $1.92M.
- 29 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q3 2023, down from 36 in Q2 2023.
- Funds reported $21M of Fidelity Stocks for Inflation ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 2 funds opened new Fidelity Stocks for Inflation ETF positions in Q3 2023 and 8 closed out, a net change of -6 holders.
- The largest Fidelity Stocks for Inflation ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.2M added.
- The largest Fidelity Stocks for Inflation ETF seller in Q3 2023 was Kestra Private Wealth Services, an estimated $1.92M sold.
Based on aggregated 13F filings for Q3 2023.