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Fidelity Stocks for Inflation ETF

41 hedge funds and large institutions have $26.2M invested in Fidelity Stocks for Inflation ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $24.6M → $26.2M (+$1.66M)

3% more funds holding

Funds holding: 4041 (+1)

0.4% less ownership

Funds ownership: 14.48%14.08% (-0.4%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
14
Closed
4
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
$4.05M +$161K +3,876 +4%
LPL Financial
2
LPL Financial
California
$3.11M +$769K +18,511 +35%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.59M +$253K +6,096 +11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.22M -$161K -3,875 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.91M +$961K +23,127 +110%
Citadel Advisors
6
Citadel Advisors
Florida
$1.57M +$195K +4,691 +15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.34M -$12.4K -299 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.18M -$1.54K -37 -0.1%
Bank of America
9
Bank of America
North Carolina
$1.06M +$242K +5,826 +31%
IAN
10
Integrated Advisors Network
Texas
$892K -$12.5K -300 -1%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$892K -$12.5K -300 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$666K +$97.8K +2,353 +18%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$593K +$2K +48 +0.4%
WFS
14
WealthGarden F.S.
California
$469K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$453K -$2K -48 -0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$358K +$22.9K +552 +7%
SPWM
17
Schrum Private Wealth Management
Florida
$293K +$281K +6,754 New
HI
18
Harbour Investments
Wisconsin
$276K -$42.5K -1,023 -14%
Two Sigma Investments
19
Two Sigma Investments
New York
$273K +$262K +6,300 New
EH
20
Equitable Holdings
New York
$248K +$238K +5,723 New
1CP
21
17 Capital Partners
Arizona
$226K
WN
22
Williams & Novak
California
$219K -$93.5K -2,250 -31%
XF
23
XML Financial
Maryland
$216K -$25.8K -621 -11%
AFG
24
Atomi Financial Group
New York
$216K -$25.1K -604 -11%
PTC
25
Private Trust Company
Ohio
$195K

FCPI Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q3 2024, worth a combined $26.2M — up 6.8% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCPI positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $961K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.8M sold.

  • 41 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q3 2024, up from 40 in Q2 2024.
  • Funds reported $26.2M of Fidelity Stocks for Inflation ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 5 funds opened new Fidelity Stocks for Inflation ETF positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $961K added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q3 2024 was Goldman Sachs, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2024.