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Fidelity Stocks for Inflation ETF

41 hedge funds and large institutions have $28.5M invested in Fidelity Stocks for Inflation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
26
Harbour Investments
Wisconsin
$166K -$108K -2,498 -39%
IA
27
IFP Advisors
Florida
$163K
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$159K +$159K +3,671 New
CWP
29
Concord Wealth Partners
Virginia
$105K +$433 +10 +0.4%
SWM
30
Spire Wealth Management
Virginia
$92.6K -$53.5K -1,237 -37%
Morgan Stanley
31
Morgan Stanley
New York
$66.9K +$10K +232 +18%
CA
32
Continuum Advisory
Idaho
$15.5K +$86 +2 +0.6%
SWC
33
Spectrum Wealth Counsel
Indiana
$14.3K
SPIA
34
Steward Partners Investment Advisory
New York
$10.6K -$35.6K -822 -77%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$7.88K
AWM
36
AE Wealth Management
Kansas
$4.33K -$26.6K -615 -86%
TSMHT
37
Thurston Springer Miller Herd & Titak
Indiana
$4.33K
CAM
38
Creekmur Asset Management
Illinois
$2.31K
AF
39
Allworth Financial
California
$1.05K
T
40
Transce3nd
Texas
$216
Wells Fargo
41
Wells Fargo
California
$22 -$16.9K -767 -100%
MG
42
Mather Group
Illinois
$12
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
-$893K -20,605 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$651K -15,019 Closed
XF
45
XML Financial
Maryland
-$212K -4,886 Closed
SMAM
46
Sugar Maple Asset Management
Wisconsin
-$44.2K -1,020 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-$5.54K -120 Closed