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Fidelity Stocks for Inflation ETF

33 hedge funds and large institutions have $59.9M invested in Fidelity Stocks for Inflation ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

403% more capital invested

Capital invested by funds: $11.9M → $59.9M (+$48M)

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

65% more funds holding

Funds holding: 2033 (+13)

48.74% more ownership

Funds ownership: 12.1%60.84% (+49%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.8M +$14.5M +436,562 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.38M +$7.67M +230,573 +509%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.81M +$6.2M +186,349 +431%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.09M +$5.75M +172,981 +2,880%
CWG
5
Crown Wealth Group
North Carolina
$4.98M +$4.87M +146,496 New
KAS
6
Kestra Advisory Services
Texas
$2.99M +$2.61M +78,337 +807%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.84M -$62.3K -1,874 -3%
OMC
8
Old Mission Capital
Illinois
$1.38M +$1.35M +40,672 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.33M -$2.02M -60,742 -61%
Bank of America
10
Bank of America
North Carolina
$1.25M +$1.22M +36,731 New
IAN
11
Integrated Advisors Network
Texas
$1.24M +$1.21M +36,360 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.11M +$1.08M +32,516 New
LPL Financial
13
LPL Financial
California
$1.1M +$468K +14,062 +77%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$717K +$415K +12,486 +145%
BRWA
15
B. Riley Wealth Advisors
Florida
$564K +$145K +4,360 +36%
MC
16
Moors & Cabot
Massachusetts
$415K -$10.2K -306 -2%
LNC
17
Lincoln National Corp
Pennsylvania
$359K +$352K +10,572 New
IA
18
IFP Advisors
Florida
$329K +$409K +12,298 +1,462%
IWM
19
IHT Wealth Management
Illinois
$305K +$1.6K +48 +0.5%
SCM
20
Southport Capital Management
Tennessee
$297K +$290K +8,725 New
BCA
21
Bay Colony Advisors
Massachusetts
$279K -$21.9K -659 -7%
KPWS
22
Kestra Private Wealth Services
Texas
$254K +$248K +7,467 New
CAN
23
Cetera Advisor Networks
California
$215K +$211K +6,336 New
GRP
24
Global Retirement Partners
California
$203K +$215K +6,453 New
1CP
25
17 Capital Partners
Arizona
$201K

FCPI Hedge Fund Activity: Q1 2022 in Review

33 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2022, worth a combined $59.9M — up 403% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FCPI positions and 2 closed out — a net gain of 13 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $14.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.

  • 33 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $59.9M of Fidelity Stocks for Inflation ETF stock for Q1 2022, up 403% quarter-over-quarter.
  • 15 funds opened new Fidelity Stocks for Inflation ETF positions in Q1 2022 and 2 closed out, a net change of +13 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q1 2022 was Rockefeller Capital Management, an estimated $14.5M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2022.