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Fidelity Stocks for Inflation ETF

50 hedge funds and large institutions have $42.9M invested in Fidelity Stocks for Inflation ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$8.1M +$8.1M +173,727 New
LPL Financial
2
LPL Financial
California
$6.2M +$1.29M +27,564 +26%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.96M +$440K +9,304 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.48M +$75.1K +1,609 +3%
GSWM
5
Golden State Wealth Management
California
$1.92M +$1.92M +41,129 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.92M -$144K -3,318 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$1.76M -$525K -11,264 -23%
Raymond James Financial
8
Raymond James Financial
Florida
$1.42M +$122K +2,608 +9%
FAIM
9
Financial Advocates Investment Management
Washington
$1.36M +$1.36M +29,139 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.21M +$54K +1,158 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.08M +$56.6K +1,214 +6%
Goldman Sachs
12
Goldman Sachs
New York
$1.06M -$924K -19,810 -47%
IAN
13
Integrated Advisors Network
Texas
$961K
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$961K +$961K +20,605 New
Bank of America
15
Bank of America
North Carolina
$866K +$38.8K +832 +5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$759K +$588K +12,594 +343%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$651K +$2.29K +49 +0.4%
WFS
18
WealthGarden F.S.
California
$511K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$492K -$11.1K -238 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$387K +$1.59K +34 +0.4%
NFSG
21
Newbridge Financial Services Group
Florida
$367K -$104K -2,240 -22%
HFA
22
High Falls Advisors
New York
$315K +$315K +6,750 New
AFG
23
Atomi Financial Group
New York
$299K +$13.8K +295 +5%
CCP
24
Clarity Capital Partners
California
$292K +$19.6K +421 +7%
EH
25
Equitable Holdings
New York
$254K +$47 +1 +0%