Fidelity Preferred Securities & Income ETF
FPFD
4 hedge funds and large institutions have $2.54M invested in Fidelity Preferred Securities & Income ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
27.52% less ownership
Funds ownership: 77.79% → 50.27% (-28%)
35% less capital invested
Capital invested by funds: $3.91M → $2.54M (-$1.37M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$773K |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.26M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$42.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.22M | -$42.8K | -1,689 | -3% |
|
|
BRWM
2
B. Riley Wealth Management
Memphis,
Tennessee
| $772K | +$773K | +30,521 | New |
|
|
3
Jane Street
New York
| $296K | -$1.11M | -43,871 | -79% |
|
|
CPSAC
4
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $253K | +$253K | +10,000 | New |
|
|
5
Goldman Sachs
New York
| – | -$1.26M | -50,000 | Closed |
|
FPFD Hedge Fund Activity: Q3 2021 in Review
4 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q3 2021, worth a combined $2.54M — down 35% from $3.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FPFD positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $773K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.26M sold.
- 4 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q3 2021, up from 3 in Q2 2021.
- Funds reported $2.54M of Fidelity Preferred Securities & Income ETF stock for Q3 2021, down 35% quarter-over-quarter.
- 2 funds opened new Fidelity Preferred Securities & Income ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q3 2021 was B. Riley Wealth Management, an estimated $773K added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q3 2021 was Goldman Sachs, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2021.