Fidelity Stocks for Inflation ETF
FCPI
48 hedge funds and large institutions have $46M invested in Fidelity Stocks for Inflation ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
20% more funds holding
Funds holding: 40 → 48 (+8)
20% less capital invested
Capital invested by funds: $57.6M → $46M (-$11.7M)
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
50.54% less ownership
Funds ownership: 72.1% → 21.56% (-51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$834K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$794K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$389K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$374K |
| 5 |
PC
Pecaut & Co
Sioux City,
Iowa
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.62M |
| 3 |
Rockefeller Capital Management
New York
|
-$5.02M |
| 4 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$2.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | +$187 | +6 | New |
|
FCPI Hedge Fund Activity: Q4 2022 in Review
48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2022, worth a combined $46M — down 20% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FCPI positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 21 trimmed.
The largest buyer was Harbour Investments, adding an estimated $834K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.4M.
- 48 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $46M of Fidelity Stocks for Inflation ETF stock for Q4 2022, down 20% quarter-over-quarter.
- 11 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2022 and 3 closed out, a net change of +8 holders.
- The largest Fidelity Stocks for Inflation ETF buyer in Q4 2022 was Harbour Investments, an estimated $834K added.
- The largest Fidelity Stocks for Inflation ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $6.4M sold.
Based on aggregated 13F filings for Q4 2022.