Fidelity Preferred Securities & Income ETF
FPFD
20 hedge funds and large institutions have $8.21M invested in Fidelity Preferred Securities & Income ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
22% more capital invested
Capital invested by funds: $6.75M → $8.21M (+$1.46M)
0.38% more ownership
Funds ownership: 9.87% → 10.25% (+0.38%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$518K |
| 2 |
Jane Street
New York
|
+$394K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$334K |
| 4 |
LOIP
Live Oak Investment Partners
Austin,
Texas
|
+$234K |
| 5 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$594K |
| 2 |
PWA
Prairie Wealth Advisors
Omaha,
Nebraska
|
-$316K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
-$67.2K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$63.2K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
26
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$16.5K | -750 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$4.08K | -185 | Closed |
|
FPFD Hedge Fund Activity: Q4 2025 in Review
20 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2025, worth a combined $8.21M — up 22% from $6.75M a quarter earlier.
Fund positioning in FPFD was balanced in Q4 2025: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $518K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $594K sold.
- 20 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $8.21M of Fidelity Preferred Securities & Income ETF stock for Q4 2025, up 22% quarter-over-quarter.
- 7 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2025 and 7 closed out, a net change of 0 holders.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2025 was LPL Financial, an estimated $518K added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $594K sold.
Based on aggregated 13F filings for Q4 2025.