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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

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
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

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.91M
2
LPL Financial
LPL Financial
California
$3.11M
3
SPWM
Schrum Private Wealth Management
Florida
$293K
4
Two Sigma Investments
Two Sigma Investments
New York
$273K
5
Osaic Holdings
Osaic Holdings
Arizona
$2.59M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
NFSG
Newbridge Financial Services Group
Florida
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.22M
5
WN
Williams & Novak
California
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$389 -9 -0.3%
CWP
29
Concord Wealth Partners
Virginia
$105K +$260 +6 +0.2%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$75.8K -$2.17K -50 -3%
SPIA
31
Steward Partners Investment Advisory
New York
$46.3K -$64.6K -1,492 -58%
CA
32
Continuum Advisory
Idaho
$15.9K +$45 +1 +0.3%
SWC
33
Spectrum Wealth Counsel
Indiana
$14.3K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$9.36K +$9.36K +216 New
CFGS
35
Concourse Financial Group Securities
Alabama
$5.2K – – –
GRP
36
Global Retirement Partners
California
$4.55K -$78.1K -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 +$22 +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
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