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Fidelity Stocks for Inflation ETF

20 hedge funds and large institutions have $11.9M invested in Fidelity Stocks for Inflation ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

93% more capital invested

Capital invested by funds: $6.18M → $11.9M (+$5.72M)

67% more funds holding

Funds holding: 1220 (+8)

1.73% more ownership

Funds ownership: 10.37%12.1% (+1.7%)

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.38M +$239K +7,302 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.9M +$683K +20,893 +59%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.53M +$937K +28,659 +173%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.47M +$1.06M +32,527 +302%
LPL Financial
5
LPL Financial
California
$622K +$253K +7,744 +73%
MC
6
Moors & Cabot
Massachusetts
$424K +$409K +12,511 New
BRWA
7
B. Riley Wealth Advisors
Florida
$415K +$127K +3,890 +47%
KAS
8
Kestra Advisory Services
Texas
$329K +$317K +9,707 New
IWM
9
IHT Wealth Management
Illinois
$302K +$291K +8,917 New
BCA
10
Bay Colony Advisors
Massachusetts
$301K +$2.42K +74 +0.8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$292K +$282K +8,612 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$256K +$246K +7,536 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$204K +$196K +6,007 New
1CP
14
17 Capital Partners
Arizona
$200K +$193K +5,910 New
EIP
15
Ellis Investment Partners
Pennsylvania
$95K +$327 +10 +0.4%
CWP
16
Concord Wealth Partners
Virginia
$74K +$71.2K +2,178 New
COCM
17
Charter Oak Capital Management
New Hampshire
$34K +$32.8K +1,003 New
IA
18
IFP Advisors
Florida
$28K
ACA
19
Aptus Capital Advisors
Alabama
$24K +$23.1K +707 New
TSWM
20
Tyler-Stone Wealth Management
Ohio
$10K +$9.81K +300 New
Citadel Advisors
21
Citadel Advisors
Florida
-$438K -14,340 Closed
UBS Group
22
UBS Group
Switzerland
-$41K -1,349 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$1K -43 Closed

FCPI Hedge Fund Activity: Q4 2021 in Review

20 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2021, worth a combined $11.9M — up 93% from $6.18M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FCPI positions and 3 closed out — a net gain of 8 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.06M. The largest seller was Citadel Advisors, exiting entirely with an estimated $438K sold.

  • 20 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2021, up from 12 in Q3 2021.
  • Funds reported $11.9M of Fidelity Stocks for Inflation ETF stock for Q4 2021, up 93% quarter-over-quarter.
  • 11 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.06M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2021 was Citadel Advisors, an estimated $438K sold.

Based on aggregated 13F filings for Q4 2021.