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Fidelity Stocks for Inflation ETF

34 hedge funds and large institutions have $19.2M invested in Fidelity Stocks for Inflation ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more funds holding

Funds holding: 2934 (+5)

0.98% less ownership

Funds ownership: 15.78%14.8% (-0.98%)

9% less capital invested

Capital invested by funds: $21M → $19.2M (-$1.85M)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.13M -$254K -7,665 -8%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.81M -$238K -7,192 -12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.58M -$183K -5,530 -11%
LPL Financial
4
LPL Financial
California
$1.14M +$63.8K +1,925 +6%
Bank of America
5
Bank of America
North Carolina
$1.14M -$17.4K -526 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.02M +$964K +29,093 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$993K +$12.2K +367 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$865K +$819K +24,725 New
GS
9
GTS Securities
New York
$822K +$187K +5,653 +32%
IAN
10
Integrated Advisors Network
Texas
$732K -$166 -5 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$677K -$1.33M -40,261 -68%
Goldman Sachs
12
Goldman Sachs
New York
$648K -$318K -9,605 -34%
LNC
13
Lincoln National Corp
Pennsylvania
$564K -$300K -9,050 -36%
NFSG
14
Newbridge Financial Services Group
Florida
$554K -$44.7K -1,349 -8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$431K +$408K +12,313 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$364K +$54.2K +1,634 +19%
WN
17
Williams & Novak
California
$313K +$296K +8,940 New
DAS
18
Dynamic Advisor Solutions
Arizona
$311K -$92.8K -2,800 -24%
KPWS
19
Kestra Private Wealth Services
Texas
$296K -$17K -512 -6%
HI
20
Harbour Investments
Wisconsin
$286K -$3.68K -111 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$277K +$240K +7,251 +1,092%
IA
22
IFP Advisors
Florida
$274K -$50.5K -1,525 -16%
CA
23
Cetera Advisors
Colorado
$205K +$195K +5,869 New
KAS
24
Kestra Advisory Services
Texas
$202K +$192K +5,783 New
PTC
25
Private Trust Company
Ohio
$158K

FCPI Hedge Fund Activity: Q4 2023 in Review

34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2023, worth a combined $19.2M — down 8.8% from $21M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FCPI positions and 5 closed out — a net gain of 5 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $964K. The largest seller was Susquehanna International Group, cutting an estimated $1.33M.

  • 34 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $19.2M of Fidelity Stocks for Inflation ETF stock for Q4 2023, down 8.8% quarter-over-quarter.
  • 10 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $964K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2023.