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Fidelity Preferred Securities & Income ETF

20 hedge funds and large institutions have $6.75M invested in Fidelity Preferred Securities & Income ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more funds holding

Funds holding: 1520 (+5)

5.48% less ownership

Funds ownership: 15.34%9.87% (-5.5%)

27% less capital invested

Capital invested by funds: $9.24M → $6.75M (-$2.49M)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.38M +$76.3K +3,490 +3%
SS
2
Sunbelt Securities
Texas
$1.1M -$10.5K -478 -0.9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$816K +$127K +5,812 +19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$594K +$263K +12,016 +81%
Jane Street
5
Jane Street
New York
$456K -$429K -19,625 -49%
PWA
6
Prairie Wealth Advisors
Nebraska
$319K +$5.47K +250 +2%
LPL Financial
7
LPL Financial
California
$294K +$292K +13,340 New
FSWA
8
Financial Synergies Wealth Advisors
Texas
$204K +$202K +9,235 New
IA
9
IFP Advisors
Florida
$155K +$18.2K +834 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$137K +$1.11K +51 +0.8%
PS
11
Principal Securities
Iowa
$67.2K +$328 +15 +0.5%
ASN
12
Advisory Services Network
Georgia
$63.2K +$62.7K +2,866 New
SIS
13
Sound Income Strategies
Florida
$51.6K
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$33K -$2.34K -107 -7%
CB
15
Community Bank
New York
$22.1K +$21.9K +1,000 New
NMG
16
New Millennium Group
Utah
$20.4K -$3.33M -152,293 -99%
AAS
17
Ameritas Advisory Services
Nebraska
$16.5K
Morgan Stanley
18
Morgan Stanley
New York
$11.7K -$44 -2 -0.4%
UBS Group
19
UBS Group
Switzerland
$4.08K +$4.04K +185 New
Wells Fargo
20
Wells Fargo
California
$12 +$22 +1 New
FFA
21
Farther Finance Advisors
California
-$8.21K -382 Closed

FPFD Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q3 2025, worth a combined $6.75M — down 27% from $9.24M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FPFD positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $292K. The largest seller was New Millennium Group, cutting an estimated $3.33M.

  • 20 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $6.75M of Fidelity Preferred Securities & Income ETF stock for Q3 2025, down 27% quarter-over-quarter.
  • 6 funds opened new Fidelity Preferred Securities & Income ETF positions in Q3 2025 and 1 closed out, a net change of +5 holders.
  • The largest Fidelity Preferred Securities & Income ETF buyer in Q3 2025 was LPL Financial, an estimated $292K added.
  • The largest Fidelity Preferred Securities & Income ETF seller in Q3 2025 was New Millennium Group, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2025.