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Fidelity Stocks for Inflation ETF
FCPI

41 hedge funds and large institutions have $26.2M invested in Fidelity Stocks for Inflation ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $24.6M → $26.2M (+$1.66M)

3% more funds holding

Funds holding: 40 → 41 (+1)

0.4% less ownership

Funds ownership: 14.48% → 14.08% (-0.4%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$961K
2
LPL Financial
LPL Financial
California
+$769K
3
SPWM
Schrum Private Wealth Management
Florida
+$281K
4
Two Sigma Investments
Two Sigma Investments
New York
+$262K
5
Osaic Holdings
Osaic Holdings
Arizona
+$253K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.8M
2
NFSG
Newbridge Financial Services Group
Florida
-$598K
3
DAS
Dynamic Advisor Solutions
Arizona
-$298K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$161K
5
WN
Williams & Novak
California
-$93.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$163K – – –
SWM
27
Spire Wealth Management
Virginia
$146K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$121K -$374 -9 -0.3%
CWP
29
Concord Wealth Partners
Virginia
$105K +$249 +6 +0.2%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$75.8K -$2.08K -50 -3%
SPIA
31
Steward Partners Investment Advisory
New York
$46.3K -$62K -1,492 -58%
CA
32
Continuum Advisory
Idaho
$15.9K +$42 +1 +0.3%
SWC
33
Spectrum Wealth Counsel
Indiana
$14.3K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$9.36K +$8.98K +216 New
CFGS
35
Concourse Financial Group Securities
Alabama
$5.2K – – –
GRP
36
Global Retirement Partners
California
$4.54K -$75K -1,805 -95%
TSMHT
37
Thurston Springer Miller Herd & Titak
Indiana
$4.33K – – –
CAM
38
Creekmur Asset Management
Illinois
$2.3K – – –
AF
39
Allworth Financial
California
$1.08K – – –
Morgan Stanley
40
Morgan Stanley
New York
$97 – – –
Wells Fargo
41
Wells Fargo
California
$22 +$42 +1 New
Goldman Sachs
42
Goldman Sachs
New York
– -$1.8M -43,933 Closed
NFSG
43
Newbridge Financial Services Group
Florida
– -$598K -14,623 Closed
DAS
44
Dynamic Advisor Solutions
Arizona
– -$298K -7,300 Closed
RIA
45
Realta Investment Advisors
Delaware
– -$40.9K -1,000 Closed
1
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FCPI Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q3 2024, worth a combined $26.2M — up 6.8% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCPI positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $961K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.8M sold.

  • 41 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q3 2024, up from 40 in Q2 2024.
  • Funds reported $26.2M of Fidelity Stocks for Inflation ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 5 funds opened new Fidelity Stocks for Inflation ETF positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $961K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q3 2024 was Goldman Sachs, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2024.