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Fidelity Stocks for Inflation ETF

35 hedge funds and large institutions have $20.3M invested in Fidelity Stocks for Inflation ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.5M -$17.5K -445 -0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.24M +$458K +11,614 +26%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.79M -$248K -6,280 -12%
LPL Financial
4
LPL Financial
California
$1.41M +$121K +3,070 +9%
Bank of America
5
Bank of America
North Carolina
$1.3M +$16.2K +410 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.15M +$4.45K +113 +0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.08M -$35K -887 -3%
IAN
8
Integrated Advisors Network
Texas
$824K
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$824K +$824K +20,905 New
NFSG
10
Newbridge Financial Services Group
Florida
$606K -$17.8K -452 -3%
LNC
11
Lincoln National Corp
Pennsylvania
$550K -$84.8K -2,152 -13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$533K -$229K -5,821 -30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$488K +$176K +4,461 +56%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$476K -$9.26K -235 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$391K +$391K +9,907 New
KAS
16
Kestra Advisory Services
Texas
$375K +$148K +3,742 +65%
DAS
17
Dynamic Advisor Solutions
Arizona
$352K
HI
18
Harbour Investments
Wisconsin
$323K
WN
19
Williams & Novak
California
$313K
IA
20
IFP Advisors
Florida
$248K -$60.4K -1,532 -20%
Goldman Sachs
21
Goldman Sachs
New York
$232K -$497K -12,616 -68%
CA
22
Cetera Advisors
Colorado
$218K -$13.7K -348 -6%
1CP
23
17 Capital Partners
Arizona
$205K +$205K +5,210 New
AFG
24
Atomi Financial Group
New York
$200K +$200K +5,077 New
PTC
25
Private Trust Company
Ohio
$177K