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Fidelity Stocks for Inflation ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$7.36M -$4.97M -160,511 -40%
Bank of America
2
Bank of America
North Carolina
$3.94M +$44.8K +1,446 +1%
PC
3
Pecaut & Co
Iowa
$3.79M +$271K +8,758 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.2M -$1.18K -38 -0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.92M -$661K -21,374 -18%
KAS
6
Kestra Advisory Services
Texas
$2.59M +$233K +7,513 +10%
XF
7
XML Financial
Maryland
$2.07M -$15.6K -503 -0.7%
KPWS
8
Kestra Private Wealth Services
Texas
$2.06M -$28.7K -926 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.87M +$786K +25,402 +72%
Citadel Advisors
10
Citadel Advisors
Florida
$1.35M +$152K +4,914 +13%
LPL Financial
11
LPL Financial
California
$1.2M -$65.8K -2,127 -5%
PWP
12
Principle Wealth Partners
Connecticut
$1.19M -$185K -5,984 -13%
HI
13
Harbour Investments
Wisconsin
$1.1M +$826K +26,694 +303%
DFG
14
Demars Financial Group
Washington
$1.08M -$266K -8,582 -20%
IAN
15
Integrated Advisors Network
Texas
$1.02M -$101K -3,253 -9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$936K -$6.34M -204,704 -87%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$919K -$1.27M -40,968 -58%
LNC
18
Lincoln National Corp
Pennsylvania
$798K +$13.6K +439 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$742K +$371K +11,975 +100%
NFSG
20
Newbridge Financial Services Group
Florida
$733K -$14.8K -477 -2%
MC
21
Moors & Cabot
Massachusetts
$620K +$141K +4,567 +30%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$584K +$130K +4,203 +29%
Goldman Sachs
23
Goldman Sachs
New York
$444K
AWS
24
Atria Wealth Solutions
New York
$385K +$385K +12,440 New
BRWA
25
B. Riley Wealth Advisors
Florida
$378K -$108K -3,494 -22%