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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

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $19.2M → $20.3M (+$1.11M)

3% more funds holding

Funds holding: 3435 (+1)

1.24% less ownership

Funds ownership: 14.8%13.57% (-1.2%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.5%
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
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.5M -$16.5K -445 -0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.23M +$430K +11,614 +26%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.79M -$233K -6,280 -12%
LPL Financial
4
LPL Financial
California
$1.41M +$114K +3,070 +9%
Bank of America
5
Bank of America
North Carolina
$1.3M +$15.2K +410 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.15M +$4.18K +113 +0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.08M -$32.9K -887 -3%
IAN
8
Integrated Advisors Network
Texas
$824K
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$824K +$774K +20,905 New
NFSG
10
Newbridge Financial Services Group
Florida
$606K -$16.7K -452 -3%
LNC
11
Lincoln National Corp
Pennsylvania
$550K -$79.7K -2,152 -13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$533K -$216K -5,821 -30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$488K +$165K +4,461 +56%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$476K -$8.7K -235 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$391K +$367K +9,907 New
KAS
16
Kestra Advisory Services
Texas
$375K +$139K +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 -$56.7K -1,532 -20%
Goldman Sachs
21
Goldman Sachs
New York
$232K -$467K -12,616 -68%
CA
22
Cetera Advisors
Colorado
$218K -$12.9K -348 -6%
1CP
23
17 Capital Partners
Arizona
$205K +$193K +5,210 New
AFG
24
Atomi Financial Group
New York
$200K +$188K +5,077 New
PTC
25
Private Trust Company
Ohio
$177K

FCPI Hedge Fund Activity: Q1 2024 in Review

35 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2024, worth a combined $20.3M — up 5.8% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCPI positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $774K. The largest seller was Citadel Advisors, exiting entirely with an estimated $865K sold.

  • 35 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2024, up from 34 in Q4 2023.
  • Funds reported $20.3M of Fidelity Stocks for Inflation ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
  • 7 funds opened new Fidelity Stocks for Inflation ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $774K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q1 2024 was Citadel Advisors, an estimated $865K sold.

Based on aggregated 13F filings for Q1 2024.