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Fidelity Preferred Securities & Income ETF

14 hedge funds and large institutions have $8.2M invested in Fidelity Preferred Securities & Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NMG
1
New Millennium Group
Utah
$3.21M 149,547 +10,367 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.28M 106,407 +18,865 +22%
SS
3
Sunbelt Securities
Texas
$1.07M 49,946 -531 -1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$586K 27,310 +8,310 +44%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$342K 15,954 +8,616 +117%
PWA
6
Prairie Wealth Advisors
Nebraska
$295K 13,683 -167 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$156K 7,247 +3,123 +76%
IA
8
IFP Advisors
Florida
$107K 4,986 +1,340 +37%
PS
9
Principal Securities
Iowa
$64.7K 3,003
SIS
10
Sound Income Strategies
Florida
$50.2K 2,337
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$34K 1,601 -74 -4%
KAS
12
Kestra Advisory Services
Texas
$3.22K 150 +150 New
UBS Group
13
UBS Group
Switzerland
$2.3K 107 +107 New
Morgan Stanley
14
Morgan Stanley
New York
$554 25 -12 -32%
Jane Street
15
Jane Street
New York
-95,668 Closed
BCI
16
Brinker Capital Investments
Pennsylvania
-20,001 Closed
OPS
17
Orion Portfolio Solutions
Nebraska
-20,001 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-14,302 Closed
BCM
19
Brookstone Capital Management
Illinois
-11,371 Closed
LOIP
20
Live Oak Investment Partners
Texas
CFGS
21
Concourse Financial Group Securities
Alabama