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Fidelity Stocks for Inflation ETF
FCPI

45 hedge funds and large institutions have $30.3M invested in Fidelity Stocks for Inflation ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

15% more capital invested

Capital invested by funds: $26.2M → $30.3M (+$4.05M)

10% more funds holding

Funds holding: 41 → 45 (+4)

0.47% more ownership

Funds ownership: 14.08% → 14.55% (+0.47%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.17M
2
LPL Financial
LPL Financial
California
+$1.28M
3
Osaic Holdings
Osaic Holdings
Arizona
+$842K
4
GS
GTS Securities
New York
+$683K
5
NFSG
Newbridge Financial Services Group
Florida
+$619K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$476K
3
SPWM
Schrum Private Wealth Management
Florida
-$293K
4
Two Sigma Investments
Two Sigma Investments
New York
-$273K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$195K – – –
IA
27
IFP Advisors
Florida
$164K – – –
SWM
28
Spire Wealth Management
Virginia
$146K – – –
CWP
29
Concord Wealth Partners
Virginia
$105K +$267 +6 +0.2%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$63.1K -$13.1K -295 -17%
Morgan Stanley
31
Morgan Stanley
New York
$57K +$58.4K +1,312 +65,600%
SPIA
32
Steward Partners Investment Advisory
New York
$46.3K – – –
SMAM
33
Sugar Maple Asset Management
Wisconsin
$44.2K +$45.4K +1,020 New
Wells Fargo
34
Wells Fargo
California
$33.3K +$34.1K +767 +76,700%
AWM
35
AE Wealth Management
Kansas
$31K +$31.8K +715 New
CA
36
Continuum Advisory
Idaho
$15.4K +$45 +1 +0.3%
SWC
37
Spectrum Wealth Counsel
Indiana
$14.3K – – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$7.89K -$1.51K -34 -16%
CFGS
39
Concourse Financial Group Securities
Alabama
$5.54K – – –
GRP
40
Global Retirement Partners
California
$4.56K – – –
TSMHT
41
Thurston Springer Miller Herd & Titak
Indiana
$4.33K – – –
UBS Group
42
UBS Group
Switzerland
$2.95K +$3.03K +68 New
CAM
43
Creekmur Asset Management
Illinois
$2.31K – – –
AF
44
Allworth Financial
California
$1.15K – – –
T
45
Transce3nd
Texas
$217 +$223 +5 New
SPWM
46
Schrum Private Wealth Management
Florida
– -$293K -6,754 Closed
Two Sigma Investments
47
Two Sigma Investments
New York
– -$273K -6,300 Closed
WN
48
Williams & Novak
California
– -$219K -5,050 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
– -$121K -2,798 Closed
1
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FCPI Hedge Fund Activity: Q4 2024 in Review

45 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2024, worth a combined $30.3M — up 15% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCPI positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.17M. The largest seller was Susquehanna International Group, cutting an estimated $1.3M.

  • 45 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $30.3M of Fidelity Stocks for Inflation ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 9 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2024 was Goldman Sachs, an estimated $3.17M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2024.