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Fidelity Stocks for Inflation ETF

46 hedge funds and large institutions have $75.9M invested in Fidelity Stocks for Inflation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

39% more funds holding

Funds holding: 3346 (+13)

28.99% more ownership

Funds ownership: 60.84%89.83% (+29%)

27% more capital invested

Capital invested by funds: $59.9M → $75.9M (+$16M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
16
Reduced
7
Closed
6
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
$12.6M -$106K -3,292 -0.8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.74M +$61.5K +1,916 +0.8%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.55M +$271K +8,453 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5M +$5.52M +171,777 New
BBL
5
Beck Bode LLC
Massachusetts
$4.35M +$4.8M +149,534 New
DFG
6
Demars Financial Group
Washington
$3.69M +$4.08M +126,965 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.4M -$5.1M -158,939 -58%
Bank of America
8
Bank of America
North Carolina
$3.36M +$2.53M +78,648 +214%
KAS
9
Kestra Advisory Services
Texas
$3.15M +$650K +20,248 +23%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.15M +$1.73M +53,849 +99%
CWG
11
Crown Wealth Group
North Carolina
$3.1M -$1.28M -39,787 -27%
PC
12
Pecaut & Co
Iowa
$2.81M +$3.1M +96,393 New
KPWS
13
Kestra Private Wealth Services
Texas
$2.51M +$2.53M +78,638 +1,053%
OMC
14
Old Mission Capital
Illinois
$1.94M +$831K +25,888 +64%
XF
15
XML Financial
Maryland
$1.8M +$1.99M +62,040 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.65M +$1.14M +35,456 +168%
PWP
17
Principle Wealth Partners
Connecticut
$1.33M +$1.47M +45,663 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.31M +$407K +12,659 +39%
LPL Financial
19
LPL Financial
California
$1.14M +$216K +6,722 +21%
IAN
20
Integrated Advisors Network
Texas
$1.06M +$257 +8 +0%
MWM
21
Meridian Wealth Management
Kentucky
$625K +$689K +21,462 New
NFSG
22
Newbridge Financial Services Group
Florida
$603K +$666K +20,733 New
LNC
23
Lincoln National Corp
Pennsylvania
$565K +$284K +8,840 +84%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$556K -$639K -19,909 -51%
BRWA
25
B. Riley Wealth Advisors
Florida
$456K -$29.5K -919 -6%

FCPI Hedge Fund Activity: Q2 2022 in Review

46 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2022, worth a combined $75.9M — up 27% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FCPI positions and 6 closed out — a net gain of 14 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $5.52M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.1M.

  • 46 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2022, up from 33 in Q1 2022.
  • Funds reported $75.9M of Fidelity Stocks for Inflation ETF stock for Q2 2022, up 27% quarter-over-quarter.
  • 20 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2022 and 6 closed out, a net change of +14 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $5.52M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2022 was Commonwealth Equity Services, an estimated $5.1M sold.

Based on aggregated 13F filings for Q2 2022.