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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: 29 → 34 (+5)

0.98% less ownership

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

50% less capital inflows, than outflows

Capital inflows: $3.48M | Capital outflows: $6.9M

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
0.49%
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
–

FCPI Hedge Fund Activity: Q4 2023 in Review

34 of the 6,876 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.