Fidelity Preferred Securities & Income ETF
FPFD
7 hedge funds and large institutions have $4.04M invested in Fidelity Preferred Securities & Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.
56% more capital invested
Capital invested by funds: $2.58M → $4.04M (+$1.45M)
4.34% more ownership
Funds ownership: 8.34% → 12.68% (+4.3%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
13% less funds holding
Funds holding: 8 → 7 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.82M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$113K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.8K |
| 4 |
Morgan Stanley
New York
|
+$463 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$240K |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$200K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$20K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$680 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.8M | +$1.82M | +90,279 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.51M | -$240K | -11,941 | -14% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $669K | +$113K | +5,636 | +20% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | – | – | – |
|
|
CWC
5
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $15.4K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $11.7K | +$11.8K | +587 | New |
|
|
LOIP
7
Live Oak Investment Partners
Austin,
Texas
| $3.64K | – | – | – |
|
|
8
Morgan Stanley
New York
| $462 | +$463 | +23 | New |
|
|
CPSAC
9
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| – | -$200K | -10,000 | Closed |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | -$20K | -1,000 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$680 | -34 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | Closed |
|
FPFD Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q3 2023, worth a combined $4.04M — up 56% from $2.58M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FPFD and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, opening a new position worth an estimated $1.82M. The largest seller was Osaic Holdings, cutting an estimated $240K.
- 7 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q3 2023, down from 8 in Q2 2023.
- Funds reported $4.04M of Fidelity Preferred Securities & Income ETF stock for Q3 2023, up 56% quarter-over-quarter.
- 3 funds opened new Fidelity Preferred Securities & Income ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q3 2023 was Jane Street, an estimated $1.82M added.
- The largest Fidelity Preferred Securities & Income ETF seller in Q3 2023 was Osaic Holdings, an estimated $240K sold.
Based on aggregated 13F filings for Q3 2023.