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Fidelity Stocks for Inflation ETF

37 hedge funds and large institutions have $27.3M invested in Fidelity Stocks for Inflation ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-11
Holders Change %
-22.92%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PC
1
Pecaut & Co
Iowa
$4.03M +$180K +5,710 +5%
Bank of America
2
Bank of America
North Carolina
$3.95M -$57.1K -1,812 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.6M -$659K -20,926 -20%
KPWS
4
Kestra Private Wealth Services
Texas
$2.13M +$35.6K +1,130 +2%
XF
5
XML Financial
Maryland
$1.99M -$111K -3,516 -5%
DFG
6
Demars Financial Group
Washington
$1.26M +$160K +5,086 +15%
LPL Financial
7
LPL Financial
California
$1.17M -$51.5K -1,636 -4%
LNC
8
Lincoln National Corp
Pennsylvania
$965K +$153K +4,859 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$931K -$21.3K -676 -2%
PWP
10
Principle Wealth Partners
Connecticut
$920K -$292K -9,274 -24%
IAN
11
Integrated Advisors Network
Texas
$696K -$346K -11,000 -33%
NFSG
12
Newbridge Financial Services Group
Florida
$689K -$56.8K -1,803 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$676K +$81.6K +2,591 +14%
MC
14
Moors & Cabot
Massachusetts
$626K -$4.38K -139 -0.7%
Goldman Sachs
15
Goldman Sachs
New York
$613K +$161K +5,121 +36%
Citadel Advisors
16
Citadel Advisors
Florida
$596K -$773K -24,563 -56%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$521K -$234K -7,436 -31%
AWS
18
Atria Wealth Solutions
New York
$398K +$6.3K +200 +2%
IA
19
IFP Advisors
Florida
$367K +$38K +1,517 +12%
BRWA
20
B. Riley Wealth Advisors
Florida
$345K -$39.7K -1,260 -10%
MWM
21
Meridian Wealth Management
Kentucky
$289K
HI
22
Harbour Investments
Wisconsin
$271K -$847K -26,890 -76%
BCA
23
Bay Colony Advisors
Massachusetts
$221K -$2.46K -79 -1%
SPC
24
Sigma Planning Corp
Michigan
$217K -$53.1K -1,686 -20%
SWM
25
Spire Wealth Management
Virginia
$154K -$58.5K -1,859 -27%