Fidelity Stocks for Inflation ETF
FCPI
12 hedge funds and large institutions have $6.18M invested in Fidelity Stocks for Inflation ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
72% more capital invested
Capital invested by funds: $3.58M → $6.18M (+$2.59M)
50% more funds holding
Funds holding: 8 → 12 (+4)
0.1% less ownership
Funds ownership: 10.47% → 10.37% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$733K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$443K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$332K |
| 4 |
LPL Financial
San Diego,
California
|
+$328K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.83M | +$168K | +5,433 | +6% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.08M | +$733K | +23,703 | +206% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $507K | +$261K | +8,432 | +103% |
|
|
4
Citadel Advisors
Miami,
Florida
| $438K | +$443K | +14,340 | New |
|
|
RJFSA
5
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $329K | +$332K | +10,757 | New |
|
|
6
LPL Financial
San Diego,
California
| $324K | +$328K | +10,600 | New |
|
|
BCA
7
Bay Colony Advisors
Concord,
Massachusetts
| $269K | +$272K | +8,803 | New |
|
|
BRWA
8
B. Riley Wealth Advisors
Boca Raton,
Florida
| $255K | +$39.7K | +1,283 | +18% |
|
|
EIP
9
Ellis Investment Partners
Berwyn,
Pennsylvania
| $85K | +$74.5K | +2,409 | +601% |
|
10
UBS Group
Zurich,
Switzerland
| $41K | +$41.7K | +1,349 | New |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $26K | +$2.13K | +69 | +9% |
|
12
Morgan Stanley
New York
| $1K | – | – | – |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -201 | Closed |
|
FCPI Hedge Fund Activity: Q3 2021 in Review
12 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q3 2021, worth a combined $6.18M — up 72% from $3.58M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FCPI positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $733K. The largest seller was Advisory Services Network, exiting entirely with an estimated $6K sold.
- 12 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $6.18M of Fidelity Stocks for Inflation ETF stock for Q3 2021, up 72% quarter-over-quarter.
- 5 funds opened new Fidelity Stocks for Inflation ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest Fidelity Stocks for Inflation ETF buyer in Q3 2021 was Osaic Holdings, an estimated $733K added.
- The largest Fidelity Stocks for Inflation ETF seller in Q3 2021 was Advisory Services Network, an estimated $6K sold.
Based on aggregated 13F filings for Q3 2021.