Fidelity Preferred Securities & Income ETF
FPFD
8 hedge funds and large institutions have $2.58M invested in Fidelity Preferred Securities & Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 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
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $2.63M → $2.58M (-$44K)
1.16% less ownership
Funds ownership: 9.5% → 8.34% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$158K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$681 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$263K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$243K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.75M | -$263K | -13,114 | -13% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $560K | +$158K | +7,911 | +39% |
|
|
CPSAC
3
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $200K | – | – | – |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | +$1K | +50 | +3% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $20K | -$243K | -12,113 | -92% |
|
|
CWC
6
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $16K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $680 | +$681 | +34 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $20 | +$20 | +1 | New |
|
|
AAS
9
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$15.1K | -750 | Closed |
|
FPFD Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q2 2023, worth a combined $2.58M — down 1.7% from $2.63M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FPFD positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $158K. The largest seller was Osaic Holdings, cutting an estimated $263K.
- 8 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $2.58M of Fidelity Preferred Securities & Income ETF stock for Q2 2023, down 1.7% quarter-over-quarter.
- 2 funds opened new Fidelity Preferred Securities & Income ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $158K added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q2 2023 was Osaic Holdings, an estimated $263K sold.
Based on aggregated 13F filings for Q2 2023.