Fidelity Stocks for Inflation ETF
FCPI
37 hedge funds and large institutions have $29.9M 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.
5.8% less ownership
Funds ownership: 21.56% → 15.76% (-5.8%)
23% less funds holding
Funds holding: 48 → 37 (-11)
35% less capital invested
Capital invested by funds: $46M → $29.9M (-$16M)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
91% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Pecaut & Co
Sioux City,
Iowa
|
+$179K |
| 2 |
Goldman Sachs
New York
|
+$160K |
| 3 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$159K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$152K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$81.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$7.36M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.59M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.87M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$842K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$796K |
FCPI Hedge Fund Activity: Q1 2023 in Review
37 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2023, worth a combined $29.9M — down 35% from $46M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FCPI and 1 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 11 added.
The largest buyer was Pecaut & Co, adding an estimated $179K. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $7.36M sold.
- 37 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2023, down from 48 in Q4 2022.
- Funds reported $29.9M of Fidelity Stocks for Inflation ETF stock for Q1 2023, down 35% quarter-over-quarter.
- 1 fund opened new Fidelity Stocks for Inflation ETF positions in Q1 2023 and 11 closed out, a net change of -10 holders.
- The largest Fidelity Stocks for Inflation ETF buyer in Q1 2023 was Pecaut & Co, an estimated $179K added.
- The largest Fidelity Stocks for Inflation ETF seller in Q1 2023 was Rockefeller Capital Management, an estimated $7.36M sold.
Based on aggregated 13F filings for Q1 2023.