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Fidelity Stocks for Inflation ETF

45 hedge funds and large institutions have $30.3M invested in Fidelity Stocks for Inflation ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

15% more capital invested

Capital invested by funds: $26.2M → $30.3M (+$4.05M)

10% more funds holding

Funds holding: 4145 (+4)

0.47% more ownership

Funds ownership: 14.08%14.55% (+0.47%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.35M +$1.28M +28,679 +40%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.98M -$79.2K -1,779 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.41M +$842K +18,911 +32%
Goldman Sachs
4
Goldman Sachs
New York
$3.09M +$3.17M +71,275 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.99M -$236K -5,294 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$1.26M +$1.29M +28,965 New
Bank of America
7
Bank of America
North Carolina
$1.18M +$122K +2,737 +11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.11M -$238K -5,346 -17%
Citadel Advisors
9
Citadel Advisors
Florida
$1.1M -$476K -10,682 -30%
IAN
10
Integrated Advisors Network
Texas
$893K
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$893K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$828K +$165K +3,702 +24%
GS
13
GTS Securities
New York
$665K +$683K +15,344 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$651K -$1.3M -29,121 -66%
NFSG
15
Newbridge Financial Services Group
Florida
$603K +$619K +13,900 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$596K +$1.91K +43 +0.3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$510K +$57.5K +1,292 +12%
WFS
18
WealthGarden F.S.
California
$470K
HighTower Advisors
19
HighTower Advisors
Illinois
$359K
HI
20
Harbour Investments
Wisconsin
$275K -$1.2K -27 -0.4%
EH
21
Equitable Holdings
New York
$252K +$4.45K +100 +2%
AFG
22
Atomi Financial Group
New York
$218K +$2.72K +61 +1%
1CP
23
17 Capital Partners
Arizona
$217K -$8.9K -200 -4%
CCP
24
Clarity Capital Partners
California
$216K +$221K +4,972 New
XF
25
XML Financial
Maryland
$212K -$4.54K -102 -2%

FCPI Hedge Fund Activity: Q4 2024 in Review

45 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2024, worth a combined $30.3M — up 15% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCPI positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.17M. The largest seller was Susquehanna International Group, cutting an estimated $1.3M.

  • 45 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $30.3M of Fidelity Stocks for Inflation ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 9 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2024 was Goldman Sachs, an estimated $3.17M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2024.