Fidelity Preferred Securities & Income ETF
FPFD
11 hedge funds and large institutions have $5.96M invested in Fidelity Preferred Securities & Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 0 closing their positions.
57% more funds holding
Funds holding: 7 → 11 (+4)
48% more capital invested
Capital invested by funds: $4.04M → $5.96M (+$1.92M)
5.17% more ownership
Funds ownership: 12.68% → 17.85% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$553K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$344K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$228K |
| 4 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$200K |
| 5 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
+$200K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.46M | +$553K | +27,663 | +31% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.94M | +$344K | +17,211 | +23% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $729K | +$26K | +1,298 | +4% |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $251K | +$228K | +11,397 | +1,942% |
|
|
CPSAC
5
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $208K | +$200K | +10,000 | New |
|
|
GCIM
6
Gunn & Company Investment Management
Jacksonville,
Florida
| $208K | +$200K | +10,000 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $87.3K | +$83.8K | +4,189 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | – | – | – |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $19.3K | +$18.6K | +928 | New |
|
|
CWC
10
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $16.7K | – | – | – |
|
|
LOIP
11
Live Oak Investment Partners
Austin,
Texas
| $5.23K | – | – | – |
|
12
Morgan Stanley
New York
| $2.41K | +$1.82K | +91 | +396% |
|
FPFD Hedge Fund Activity: Q4 2023 in Review
11 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2023, worth a combined $5.96M — up 48% from $4.04M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FPFD positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $553K.
- 11 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $5.96M of Fidelity Preferred Securities & Income ETF stock for Q4 2023, up 48% quarter-over-quarter.
- 4 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2023 was Jane Street, an estimated $553K added.
Based on aggregated 13F filings for Q4 2023.