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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

35 hedge funds and large institutions have $20.3M invested in Fidelity Stocks for Inflation ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$824K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.24M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$391K
4
1CP
17 Capital Partners
Arizona
$205K
5
AFG
Atomi Financial Group
New York
$200K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GS
GTS Securities
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$232K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
5
KPWS
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$133K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$101K +$101K +2,560 New
CWP
28
Concord Wealth Partners
Virginia
$94.6K +$355 +9 +0.4%
GRP
29
Global Retirement Partners
California
$75K +$276 +7 +0.4%
RIA
30
Realta Investment Advisors
Delaware
$39.4K +$39.4K +1,000 New
CA
31
Continuum Advisory
Idaho
$13.9K +$13.9K +353 New
SWC
32
Spectrum Wealth Counsel
Indiana
$13K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$4.73K – – –
CAM
34
Creekmur Asset Management
Illinois
$4.04K -$79 -2 -2%
Morgan Stanley
35
Morgan Stanley
New York
$69 -$69 -1 -50%
Citadel Advisors
36
Citadel Advisors
Florida
– -$865K -24,725 Closed
GS
37
GTS Securities
New York
– -$822K -23,499 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$364K -10,407 Closed
KPWS
39
Kestra Private Wealth Services
Texas
– -$296K -8,461 Closed
UBS Group
40
UBS Group
Switzerland
– -$59.3K -1,695 Closed
ASN
41
Advisory Services Network
Georgia
– -$37.2K -1,064 Closed
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