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Fidelity Stocks for Inflation ETF

41 hedge funds and large institutions have $28.5M invested in Fidelity Stocks for Inflation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

0.71% less ownership

Funds ownership: 14.55%13.84% (-0.71%)

6% less capital invested

Capital invested by funds: $30.3M → $28.5M (-$1.82M)

9% less funds holding

Funds holding: 4541 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.56M +$217K +4,883 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.13M +$171K +3,834 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.23M +$245K +5,513 +12%
Citadel Advisors
4
Citadel Advisors
Florida
$2.12M +$1.05M +23,563 +93%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.06M -$1.39M -31,178 -40%
Goldman Sachs
6
Goldman Sachs
New York
$1.84M -$1.28M -28,798 -40%
GS
7
GTS Securities
New York
$1.63M +$989K +22,215 +145%
Raymond James Financial
8
Raymond James Financial
Florida
$1.2M -$52.1K -1,169 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.07M -$36.9K -828 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$950K +$127K +2,853 +15%
IAN
11
Integrated Advisors Network
Texas
$892K
Bank of America
12
Bank of America
North Carolina
$768K -$418K -9,388 -35%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$602K +$7.62K +171 +1%
WFS
14
WealthGarden F.S.
California
$469K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$467K -$43.5K -977 -8%
NFSG
16
Newbridge Financial Services Group
Florida
$437K -$169K -3,795 -27%
HighTower Advisors
17
HighTower Advisors
Illinois
$358K -$89 -2 -0%
AFG
18
Atomi Financial Group
New York
$265K +$48.1K +1,081 +21%
CCP
19
Clarity Capital Partners
California
$253K +$38.4K +863 +17%
BCA
20
Bay Colony Advisors
Massachusetts
$237K +$249K +5,582 New
EH
21
Equitable Holdings
New York
$236K -$17K -381 -7%
UBS Group
22
UBS Group
Switzerland
$231K +$235K +5,268 +7,747%
SMFG
23
Sumitomo Mitsui Financial Group
Japan
$221K +$162K +3,640 +250%
1CP
24
17 Capital Partners
Arizona
$217K
PTC
25
Private Trust Company
Ohio
$195K

FCPI Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q1 2025, worth a combined $28.5M — down 6% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCPI and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, adding an estimated $1.05M. The largest seller was Osaic Holdings, cutting an estimated $1.39M.

  • 41 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q1 2025, down from 45 in Q4 2024.
  • Funds reported $28.5M of Fidelity Stocks for Inflation ETF stock for Q1 2025, down 6% quarter-over-quarter.
  • 2 funds opened new Fidelity Stocks for Inflation ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q1 2025 was Citadel Advisors, an estimated $1.05M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q1 2025 was Osaic Holdings, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2025.