Fidelity Preferred Securities & Income ETF
FPFD
8 hedge funds and large institutions have $3.83M invested in Fidelity Preferred Securities & Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
51% more capital invested
Capital invested by funds: $2.54M → $3.83M (+$1.28M)
26.02% more ownership
Funds ownership: 50.27% → 76.3% (+26%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$569K |
| 3 |
Jane Street
New York
|
+$253K |
| 4 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$20.1K |
| 5 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
+$7.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$772K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.34M | +$1.34M | +53,407 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.09M | -$125K | -5,000 | -10% |
|
|
3
Citadel Advisors
Miami,
Florida
| $569K | +$569K | +22,685 | New |
|
|
4
Jane Street
New York
| $547K | +$253K | +10,073 | +86% |
|
|
CPSAC
5
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $251K | – | – | – |
|
|
CWC
6
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $20K | +$20.1K | +800 | New |
|
7
Fifth Third Bancorp
Cincinnati,
Ohio
| $8K | +$7.53K | +300 | New |
|
|
EIP
8
Ellis Investment Partners
Berwyn,
Pennsylvania
| $7K | +$7.53K | +300 | New |
|
|
BRWM
9
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$772K | -30,521 | Closed |
|
FPFD Hedge Fund Activity: Q4 2021 in Review
8 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2021, worth a combined $3.83M — up 51% from $2.54M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FPFD positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $1.34M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $772K sold.
- 8 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $3.83M of Fidelity Preferred Securities & Income ETF stock for Q4 2021, up 51% quarter-over-quarter.
- 5 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2021 was Osaic Holdings, an estimated $1.34M added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q4 2021 was B. Riley Wealth Management, an estimated $772K sold.
Based on aggregated 13F filings for Q4 2021.