Fidelity Preferred Securities & Income ETF
FPFD
9 hedge funds and large institutions have $4.27M invested in Fidelity Preferred Securities & Income ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
9% more capital invested
Capital invested by funds: $3.92M → $4.27M (+$353K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
85.11% less ownership
Funds ownership: 98.74% → 13.64% (-85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$343K |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$199K |
| 3 |
Jane Street
New York
|
+$65.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$64.9K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$345K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$58.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.81M | -$24.9K | -1,255 | -1% |
|
|
2
Jane Street
New York
| $1.13M | +$65.1K | +3,279 | +6% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $431K | +$343K | +17,253 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $336K | -$345K | -17,363 | -51% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $301K | +$64.9K | +3,267 | +27% |
|
|
CPSAC
6
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $198K | +$199K | +10,000 | New |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $32K | +$32.2K | +1,623 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $18.5K | -$58.3K | -2,937 | -76% |
|
|
CWC
9
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $15.8K | – | – | – |
|
FPFD Hedge Fund Activity: Q4 2022 in Review
9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2022, worth a combined $4.27M — up 9% from $3.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FPFD positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $343K. The largest seller was Citadel Advisors, cutting an estimated $345K.
- 9 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $4.27M of Fidelity Preferred Securities & Income ETF stock for Q4 2022, up 9% quarter-over-quarter.
- 3 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2022 was IFP Advisors, an estimated $343K added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q4 2022 was Citadel Advisors, an estimated $345K sold.
Based on aggregated 13F filings for Q4 2022.