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Fidelity Stocks for Inflation ETF

54 hedge funds and large institutions have $59.9M invested in Fidelity Stocks for Inflation ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

1% more capital invested

Capital invested by funds: $59.5M → $59.9M (+$452K)

0.45% more ownership

Funds ownership: 24.22%24.67% (+0.45%)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sanctuary Advisors
Indiana
$9.6M +$22.8K +455 +0.2%
AI
2
Atria Investments
North Carolina
$9.11M -$244K -4,889 -3%
LPL Financial
3
LPL Financial
California
$6.8M -$1.82M -36,461 -21%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.95M +$518K +10,353 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.64M +$108K +2,156 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.1M -$240K -4,796 -10%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.03M +$1.02M +20,395 +99%
GSWM
8
Golden State Wealth Management
California
$1.96M -$73.6K -1,472 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.84M +$218K +4,360 +13%
Raymond James Financial
10
Raymond James Financial
Florida
$1.81M +$128K +2,562 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.67M +$158K +3,151 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$1.49M +$397K +7,946 +36%
GS
13
GTS Securities
New York
$1.33M +$695K +13,908 +107%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.21M -$14.7K -293 -1%
IAN
15
Integrated Advisors Network
Texas
$1.02M
Jane Street
16
Jane Street
New York
$798K +$807K +16,134 New
Bank of America
17
Bank of America
North Carolina
$752K +$4.3K +86 +0.6%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$694K +$1.1K +22 +0.2%
WFS
19
WealthGarden F.S.
California
$551K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$545K +$26K +519 +5%
Two Sigma Investments
21
Two Sigma Investments
New York
$416K +$420K +8,400 New
HighTower Advisors
22
HighTower Advisors
Illinois
$406K +$2K +40 +0.5%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$393K +$219K +4,386 +124%
AFG
24
Atomi Financial Group
New York
$340K +$10.9K +217 +3%
NFSG
25
Newbridge Financial Services Group
Florida
$322K -$9.75K -195 -3%

FCPI Hedge Fund Activity: Q4 2025 in Review

54 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Fidelity Stocks for Inflation ETF (FCPI) for Q4 2025, worth a combined $59.9M — up 0.76% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FCPI positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $1.02M. The largest seller was LPL Financial, cutting an estimated $1.82M.

  • 54 institutional investors held Fidelity Stocks for Inflation ETF (FCPI) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $59.9M of Fidelity Stocks for Inflation ETF stock for Q4 2025, up 0.76% quarter-over-quarter.
  • 10 funds opened new Fidelity Stocks for Inflation ETF positions in Q4 2025 and 8 closed out, a net change of +2 holders.
  • The largest Fidelity Stocks for Inflation ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $1.02M added.
  • The largest Fidelity Stocks for Inflation ETF seller in Q4 2025 was LPL Financial, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2025.