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Fidelity Preferred Securities & Income ETF
FPFD

Overview Fund Activity

17 hedge funds and large institutions have $10.5M 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.

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.23%
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

1
Jane Street
1
Jane Street
New York
$2.06M
2
NMG
2
New Millennium Group
Utah
$3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.89M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$354K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$354K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$308K
2
BCM
2
Brookstone Capital Management
Illinois
$245K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36K
Name Market Value Shares Shares
Change 		Shares
Change %
NMG
1
New Millennium Group
Utah
$3M 139,180 +19,230 +16%
Jane Street
2
Jane Street
New York
$2.06M 95,668 +95,668 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.89M 87,542 +18,404 +27%
SS
4
Sunbelt Securities
Texas
$1.09M 50,477 +38 +0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$409K 19,000 +6,182 +48%
BCI
6
Brinker Capital Investments
Pennsylvania
$354K 20,001 +20,001 New
OPS
7
Orion Portfolio Solutions
Nebraska
$354K 20,001 +20,001 New
Citadel Advisors
8
Citadel Advisors
Florida
$308K 14,302 -2,685 -16%
PWA
9
Prairie Wealth Advisors
Nebraska
$300K 13,850 +425 +3%
BCM
10
Brookstone Capital Management
Illinois
$245K 11,371 -127 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$158K 7,338 +7,338 New
Osaic Holdings
12
Osaic Holdings
Arizona
$88.8K 4,124 +429 +12%
IA
13
IFP Advisors
Florida
$78.5K 3,646 +5 +0.1%
PS
14
Principal Securities
Iowa
$64.7K 3,003 +12 +0.4%
LOIP
15
Live Oak Investment Partners
Texas
– – – –
SIS
16
Sound Income Strategies
Florida
$50.3K 2,337 – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$36K 1,675 -44 -3%
Morgan Stanley
18
Morgan Stanley
New York
$816 37 +5 +16%
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –