Fidelity Preferred Securities & Income ETF
FPFD
9 hedge funds and large institutions have $4.15M invested in Fidelity Preferred Securities & Income ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15.18% more ownership
Funds ownership: 76.3% → 91.47% (+15%)
13% more funds holding
Funds holding: 8 → 9 (+1)
8% more capital invested
Capital invested by funds: $3.83M → $4.15M (+$325K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$485K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$224K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$940K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$569K |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$251K |
| 4 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
-$7.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.14M | +$1.7M | +72,179 | +331% |
|
2
Bank of America
Charlotte,
North Carolina
| $986K | – | – | – |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $458K | +$485K | +20,557 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $308K | -$940K | -39,878 | -75% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $215K | +$224K | +9,488 | New |
|
|
CWC
6
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $18K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $14K | +$14.5K | +614 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $9K | +$8.86K | +376 | New |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$569K | -22,685 | Closed |
|
|
CPSAC
11
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| – | -$251K | -10,000 | Closed |
|
|
EIP
12
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$7.07K | -300 | Closed |
|
FPFD Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q1 2022, worth a combined $4.15M — up 8.5% from $3.83M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FPFD positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $1.7M. The largest seller was Osaic Holdings, cutting an estimated $940K.
- 9 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $4.15M of Fidelity Preferred Securities & Income ETF stock for Q1 2022, up 8.5% quarter-over-quarter.
- 4 funds opened new Fidelity Preferred Securities & Income ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q1 2022 was Jane Street, an estimated $1.7M added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q1 2022 was Osaic Holdings, an estimated $940K sold.
Based on aggregated 13F filings for Q1 2022.