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Fidelity Stocks for Inflation ETF

36 hedge funds and large institutions have $24.3M invested in Fidelity Stocks for Inflation ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% less ownership

Funds ownership: 15.76%13.97% (-1.8%)

3% less funds holding

Funds holding: 3736 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

19% less capital invested

Capital invested by funds: $29.9M → $24.3M (-$5.63M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change

FCPI Hedge Fund Activity: Q2 2023 in Review

36 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2023, worth a combined $24.3M — down 19% from $29.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FCPI and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.45M. The largest seller was Pecaut & Co, exiting entirely with an estimated $4.03M sold.

  • 36 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $24.3M of Fidelity Stocks for Inflation ETF stock for Q2 2023, down 19% quarter-over-quarter.
  • 8 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.45M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2023 was Pecaut & Co, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.