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Fidelity Stocks for Inflation ETF

40 hedge funds and large institutions have $24.6M invested in Fidelity Stocks for Inflation ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

21% more capital invested

Capital invested by funds: $20.3M → $24.6M (+$4.28M)

14% more funds holding

Funds holding: 3540 (+5)

0.91% more ownership

Funds ownership: 13.57%14.48% (+0.91%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
9
Closed
2
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
$3.66M +$29.9K +761 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.25M -$60.5K -1,537 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.2M +$324K +8,228 +18%
LPL Financial
4
LPL Financial
California
$2.18M +$689K +17,496 +49%
Goldman Sachs
5
Goldman Sachs
New York
$1.8M +$1.5M +38,036 +645%
Citadel Advisors
6
Citadel Advisors
Florida
$1.29M +$1.24M +31,460 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.28M +$80.7K +2,050 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.12M -$4.45K -113 -0.4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$859K +$295K +7,500 +56%
IAN
10
Integrated Advisors Network
Texas
$854K
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$854K
Bank of America
12
Bank of America
North Carolina
$759K -$563K -14,309 -44%
NFSG
13
Newbridge Financial Services Group
Florida
$598K -$29.2K -741 -5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$558K +$61.9K +1,572 +13%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$533K +$26K +660 +5%
WFS
16
WealthGarden F.S.
California
$443K +$426K +10,834 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$430K +$24K +611 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$315K +$304K +7,721 New
HI
19
Harbour Investments
Wisconsin
$302K -$31.3K -796 -10%
DAS
20
Dynamic Advisor Solutions
Arizona
$298K -$64.5K -1,640 -18%
WN
21
Williams & Novak
California
$298K -$64.5K -1,640 -18%
XF
22
XML Financial
Maryland
$229K +$221K +5,609 New
AFG
23
Atomi Financial Group
New York
$228K +$19.8K +504 +10%
1CP
24
17 Capital Partners
Arizona
$213K
PTC
25
Private Trust Company
Ohio
$184K

FCPI Hedge Fund Activity: Q2 2024 in Review

40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q2 2024, worth a combined $24.6M — up 21% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FCPI positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.5M. The largest seller was Bank of America, cutting an estimated $563K.

  • 40 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $24.6M of Fidelity Stocks for Inflation ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 8 funds opened new Fidelity Stocks for Inflation ETF positions in Q2 2024 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q2 2024 was Goldman Sachs, an estimated $1.5M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q2 2024 was Bank of America, an estimated $563K sold.

Based on aggregated 13F filings for Q2 2024.