We are live on ! Find out more
FCPI icon

Fidelity Stocks for Inflation ETF
FCPI

34 hedge funds and large institutions have $19.2M invested in Fidelity Stocks for Inflation ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more funds holding

Funds holding: 29 → 34 (+5)

0.98% less ownership

Funds ownership: 15.78% → 14.8% (-0.98%)

9% less capital invested

Capital invested by funds: $21M → $19.2M (-$1.85M)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$964K
2
Citadel Advisors
Citadel Advisors
Florida
+$819K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$408K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$240K
5
CA
Cetera Advisors
Colorado
+$195K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
2
DFG
Demars Financial Group
Washington
-$1.15M
3
Jane Street
Jane Street
New York
-$1.08M
4
PWP
Principle Wealth Partners
Connecticut
-$740K
5
MC
Moors & Cabot
Massachusetts
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$120K -$7.33K -221 -6%
CWP
27
Concord Wealth Partners
Virginia
$83.7K +$298 +9 +0.4%
GRP
28
Global Retirement Partners
California
$66.9K +$265 +8 +0.4%
UBS Group
29
UBS Group
Switzerland
$59.3K -$8.09K -244 -13%
ASN
30
Advisory Services Network
Georgia
$37.2K +$35.3K +1,064 New
SWC
31
Spectrum Wealth Counsel
Indiana
$11.6K +$11K +331 New
CFGS
32
Concourse Financial Group Securities
Alabama
$4.2K – – –
CAM
33
Creekmur Asset Management
Illinois
$3.65K +$3.45K +104 New
Morgan Stanley
34
Morgan Stanley
New York
$72 +$66 +2 New
DFG
35
Demars Financial Group
Washington
– -$1.15M -35,776 Closed
Jane Street
36
Jane Street
New York
– -$1.08M -33,740 Closed
PWP
37
Principle Wealth Partners
Connecticut
– -$740K -23,068 Closed
MC
38
Moors & Cabot
Massachusetts
– -$646K -20,139 Closed
SAM
39
Synergy Asset Management
Washington
– -$416K -12,964 Closed
1
2

FCPI Hedge Fund Activity: Q4 2023 in Review

34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2023, worth a combined $19.2M — down 8.8% from $21M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FCPI positions and 5 closed out — a net gain of 5 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $964K. The largest seller was Susquehanna International Group, cutting an estimated $1.33M.

  • 34 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $19.2M of Fidelity Stocks for Inflation ETF stock for Q4 2023, down 8.8% quarter-over-quarter.
  • 10 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $964K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2023.