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Fidelity Stocks for Inflation ETF
FCPI

Overview Fund Activity

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
Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.6%
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

1
Goldman Sachs
1
Goldman Sachs
New York
$3.09M
2
LPL Financial
2
LPL Financial
California
$4.35M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.41M
4
GS
4
GTS Securities
New York
$665K
5
NFSG
5
Newbridge Financial Services Group
Florida
$603K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$651K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.1M
3
SPWM
3
Schrum Private Wealth Management
Florida
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$260 +6 +0.2%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$63.1K -$12.8K -295 -17%
Morgan Stanley
31
Morgan Stanley
New York
$57K +$56.9K +1,312 +65,600%
SPIA
32
Steward Partners Investment Advisory
New York
$46.3K – – –
SMAM
33
Sugar Maple Asset Management
Wisconsin
$44.2K +$44.2K +1,020 New
Wells Fargo
34
Wells Fargo
California
$33.3K +$33.2K +767 +76,700%
AWM
35
AE Wealth Management
Kansas
$31K +$31K +715 New
CA
36
Continuum Advisory
Idaho
$15.4K +$43 +1 +0.3%
SWC
37
Spectrum Wealth Counsel
Indiana
$14.3K – – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$7.89K -$1.47K -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
$4.34K – – –
UBS Group
42
UBS Group
Switzerland
$2.95K +$2.95K +68 New
CAM
43
Creekmur Asset Management
Illinois
$2.31K – – –
AF
44
Allworth Financial
California
$1.15K – – –
T
45
Transce3nd
Texas
$217 +$217 +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
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