Fidelity Preferred Securities & Income ETF
FPFD
7 hedge funds and large institutions have $2.63M invested in Fidelity Preferred Securities & Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
4.14% less ownership
Funds ownership: 13.64% → 9.5% (-4.1%)
22% less funds holding
Funds holding: 9 → 7 (-2)
39% less capital invested
Capital invested by funds: $4.27M → $2.63M (-$1.65M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$193K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$102K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$15.6K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$955 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$336K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$85.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.03M | +$193K | +9,298 | +10% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $328K | -$85.9K | -4,140 | -24% |
|
|
CPSAC
3
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $202K | – | – | – |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | +$955 | +46 | +3% |
|
|
CWC
5
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $16.1K | – | – | – |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $15.1K | +$15.6K | +750 | New |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $405 | +$102K | +4,901 | +32% |
|
|
8
Jane Street
New York
| – | -$1.13M | -57,055 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$336K | -16,983 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$18.5K | -936 | Closed |
|
FPFD Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q1 2023, worth a combined $2.63M — down 39% from $4.27M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FPFD and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $193K. The largest seller was Jane Street, exiting entirely with an estimated $1.13M sold.
- 7 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $2.63M of Fidelity Preferred Securities & Income ETF stock for Q1 2023, down 39% quarter-over-quarter.
- 1 fund opened new Fidelity Preferred Securities & Income ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q1 2023 was Osaic Holdings, an estimated $193K added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q1 2023 was Jane Street, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2023.