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Fidelity Stocks for Inflation ETF
FCPI

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

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $19.2M → $20.3M (+$1.11M)

3% more funds holding

Funds holding: 34 → 35 (+1)

1.24% less ownership

Funds ownership: 14.8% → 13.57% (-1.2%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.5%
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

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$774K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$430K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$367K
4
1CP
17 Capital Partners
Arizona
+$193K
5
AFG
Atomi Financial Group
New York
+$188K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$865K
2
GS
GTS Securities
New York
-$822K
3
Goldman Sachs
Goldman Sachs
New York
-$467K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$364K
5
KPWS
Kestra Private Wealth Services
Texas
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$133K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$101K +$94.8K +2,560 New
CWP
28
Concord Wealth Partners
Virginia
$94.5K +$333 +9 +0.4%
GRP
29
Global Retirement Partners
California
$75K +$259 +7 +0.4%
RIA
30
Realta Investment Advisors
Delaware
$39.4K +$37K +1,000 New
CA
31
Continuum Advisory
Idaho
$13.9K +$13.1K +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 -$74 -2 -2%
Morgan Stanley
35
Morgan Stanley
New York
$69 -$37 -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
1
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FCPI Hedge Fund Activity: Q1 2024 in Review

35 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2024, worth a combined $20.3M — up 5.8% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCPI positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $774K. The largest seller was Citadel Advisors, exiting entirely with an estimated $865K sold.

  • 35 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2024, up from 34 in Q4 2023.
  • Funds reported $20.3M of Fidelity Stocks for Inflation ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
  • 7 funds opened new Fidelity Stocks for Inflation ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $774K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q1 2024 was Citadel Advisors, an estimated $865K sold.

Based on aggregated 13F filings for Q1 2024.