We are live on ! Find out more
FPFD icon

Fidelity Preferred Securities & Income ETF
FPFD

18 hedge funds and large institutions have $10.6M invested in Fidelity Preferred Securities & Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

51% more capital invested

Capital invested by funds: $6.98M → $10.6M (+$3.59M)

29% more funds holding

Funds holding: 14 → 18 (+4)

6.84% more ownership

Funds ownership: 13.8% → 20.64% (+6.8%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.11M
2
BCI
Brinker Capital Investments
Pennsylvania
+$440K
3
OPS
Orion Portfolio Solutions
Nebraska
+$440K
4
NMG
New Millennium Group
Utah
+$423K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$405K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$59.1K
2
BCM
Brookstone Capital Management
Illinois
-$2.8K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$969
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1
New Millennium Group
Utah
$3M +$423K +19,230 +16%
Jane Street
2
Jane Street
New York
$2.06M +$2.11M +95,668 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.89M +$405K +18,404 +27%
SS
4
Sunbelt Securities
Texas
$1.09M +$837 +38 +0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$409K +$136K +6,182 +48%
BCI
6
Brinker Capital Investments
Pennsylvania
$354K +$440K +20,001 New
OPS
7
Orion Portfolio Solutions
Nebraska
$354K +$440K +20,001 New
Citadel Advisors
8
Citadel Advisors
Florida
$308K -$59.1K -2,685 -16%
PWA
9
Prairie Wealth Advisors
Nebraska
$300K +$9.36K +425 +3%
BCM
10
Brookstone Capital Management
Illinois
$245K -$2.8K -127 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$158K +$162K +7,338 New
Osaic Holdings
12
Osaic Holdings
Arizona
$88.8K +$9.45K +429 +12%
IA
13
IFP Advisors
Florida
$78.5K +$110 +5 +0.1%
PS
14
Principal Securities
Iowa
$64.7K +$264 +12 +0.4%
LOIP
15
Live Oak Investment Partners
Texas
$57.5K – – –
SIS
16
Sound Income Strategies
Florida
$50.3K – – –
RA
17
Ransom Advisory
Rhode Island
$37.7K – – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$36K -$969 -44 -3%
Morgan Stanley
19
Morgan Stanley
New York
$816 +$110 +5 +16%

FPFD Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2024, worth a combined $10.6M — up 51% from $6.98M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FPFD positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.11M. The largest seller was Citadel Advisors, cutting an estimated $59.1K.

  • 18 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $10.6M of Fidelity Preferred Securities & Income ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 4 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2024 was Jane Street, an estimated $2.11M added.
  • The largest Fidelity Preferred Securities & Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $59.1K sold.

Based on aggregated 13F filings for Q4 2024.