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Fidelity Stocks for Inflation ETF

54 hedge funds and large institutions have $59.9M invested in Fidelity Stocks for Inflation ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

1% more capital invested

Capital invested by funds: $59.5M → $59.9M (+$452K)

0.45% more ownership

Funds ownership: 24.22%24.67% (+0.45%)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
26
XML Financial
Maryland
$248K +$1.4K +28 +0.6%
QCM
27
Quantinno Capital Management
New York
$228K
PTC
28
Private Trust Company
Ohio
$223K
EH
29
Equitable Holdings
New York
$207K -$60.3K -1,205 -22%
CWG
30
Cornerstone Wealth Group
North Carolina
$202K
KAS
31
Kestra Advisory Services
Texas
$154K +$156K +3,118 New
IA
32
IFP Advisors
Florida
$152K -$31.2K -623 -17%
HI
33
Harbour Investments
Wisconsin
$148K -$22.8K -456 -13%
CWP
34
Concord Wealth Partners
Virginia
$122K +$800 +16 +0.7%
SMFG
35
Sumitomo Mitsui Financial Group
Japan
$118K
SEP
36
Signature Equity Partners
Ohio
$85.5K +$86.4K +1,727 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$52K
AIC
38
Archer Investment Corporation
Indiana
$40.2K +$150 +3 +0.4%
EW
39
Elyxium Wealth
California
$25.9K +$26.2K +523 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$19.6K -$76.2K -1,524 -79%
TCM
41
Triumph Capital Management
Colorado
$16.5K +$16.7K +334 New
SFS
42
Sunrise Financial Services
Washington
$12.4K +$12.5K +250 New
SPIA
43
Steward Partners Investment Advisory
New York
$12.2K
PA
44
Parallel Advisors
California
$11.6K
AssetMark Inc
45
AssetMark Inc
California
$9.5K -$1.2K -24 -11%
Morgan Stanley
46
Morgan Stanley
New York
$9.1K -$50 -1 -0.5%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$9.01K
RFP
48
Root Financial Partners
California
$8.16K
JP Morgan Chase
49
JP Morgan Chase
New York
$6.48K -$4.75K -95 -42%
AWM
50
AE Wealth Management
Kansas
$5.94K

FCPI Hedge Fund Activity: Q4 2025 in Review

54 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2025, worth a combined $59.9M — up 0.76% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FCPI positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $1.02M. The largest seller was LPL Financial, cutting an estimated $1.82M.

  • 54 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $59.9M of Fidelity Stocks for Inflation ETF stock for Q4 2025, up 0.76% quarter-over-quarter.
  • 10 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2025 and 8 closed out, a net change of +2 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $1.02M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2025 was LPL Financial, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2025.