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Fidelity Stocks for Inflation ETF
FCPI

40 hedge funds and large institutions have $24.6M invested in Fidelity Stocks for Inflation ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

21% more capital invested

Capital invested by funds: $20.3M → $24.6M (+$4.28M)

14% more funds holding

Funds holding: 35 → 40 (+5)

0.91% more ownership

Funds ownership: 13.57% → 14.48% (+0.91%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.24M
3
LPL Financial
LPL Financial
California
+$689K
4
Osaic Holdings
Osaic Holdings
Arizona
+$324K
5
HighTower Advisors
HighTower Advisors
Illinois
+$304K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$563K
2
LNC
Lincoln National Corp
Pennsylvania
-$550K
3
KAS
Kestra Advisory Services
Texas
-$375K
4
IA
IFP Advisors
Florida
-$99.1K
5
DAS
Dynamic Advisor Solutions
Arizona
-$64.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$154K -$99.1K -2,519 -40%
SWM
27
Spire Wealth Management
Virginia
$138K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$115K +$110K +2,807 New
SPIA
29
Steward Partners Investment Advisory
New York
$105K – – –
CWP
30
Concord Wealth Partners
Virginia
$98.4K +$315 +8 +0.3%
GRP
31
Global Retirement Partners
California
$78.1K +$236 +6 +0.3%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$73.8K +$70.8K +1,800 New
RIA
33
Realta Investment Advisors
Delaware
$40.9K – – –
CA
34
Continuum Advisory
Idaho
$14.5K +$39 +1 +0.3%
SWC
35
Spectrum Wealth Counsel
Indiana
$13.5K – – –
CFGS
36
Concourse Financial Group Securities
Alabama
$4.9K – – –
TSMHT
37
Thurston Springer Miller Herd & Titak
Indiana
$4.09K +$3.94K +100 New
CAM
38
Creekmur Asset Management
Illinois
$2.16K -$1.93K -49 -48%
AF
39
Allworth Financial
California
$1.03K +$984 +25 New
Morgan Stanley
40
Morgan Stanley
New York
$110 +$39 +1 +100%
LNC
41
Lincoln National Corp
Pennsylvania
– -$550K -13,950 Closed
KAS
42
Kestra Advisory Services
Texas
– -$375K -9,525 Closed
1
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FCPI Hedge Fund Activity: Q2 2024 in Review

40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2024, worth a combined $24.6M — up 21% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FCPI positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.5M. The largest seller was Bank of America, cutting an estimated $563K.

  • 40 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $24.6M of Fidelity Stocks for Inflation ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 8 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2024 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2024 was Goldman Sachs, an estimated $1.5M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2024 was Bank of America, an estimated $563K sold.

Based on aggregated 13F filings for Q2 2024.