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Fidelity MSCI Consumer Staples Index ETF

199 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
85
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$116M 2,260,071 +4,222 +0.2%
Lido Advisors
2
Lido Advisors
California
$71.6M 1,399,498 +67,375 +5%
AM
3
AGF Management
Ontario, Canada
$21.7M 424,991 +6,274 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.6M 422,155 -13,293 -3%
LPL Financial
5
LPL Financial
California
$19.8M 387,090 +54,617 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M 306,188 +46,822 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.5M 225,612 +48,453 +27%
CAC
8
Certified Advisory Corp
Florida
$11.2M 219,584 +2,473 +1%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$11.2M 218,431 +19,935 +10%
LFG
10
Larson Financial Group
Missouri
$9.33M 182,426 +5,974 +3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$8.93M 174,604 +115,794 +197%
Morgan Stanley
12
Morgan Stanley
New York
$8.1M 158,272 +5,784 +4%
FFS
13
Fischer Financial Services
Pennsylvania
$7.42M 145,094 +8 +0%
AWM
14
AE Wealth Management
Kansas
$6.85M 133,958 +11,328 +9%
Goldman Sachs
15
Goldman Sachs
New York
$6.24M 122,003
FP
16
Financial Perspectives
Minnesota
$6.13M 119,747 +5,328 +5%
KAS
17
Kestra Advisory Services
Texas
$6.03M 117,859 +5,342 +5%
AssetMark Inc
18
AssetMark Inc
California
$5.68M 111,090 +100,267 +926%
MAM
19
Marotta Asset Management
Virginia
$5.25M 102,599 +12,204 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.06M 98,934 -246 -0.2%
FIA
21
Foundations Investment Advisors
Arizona
$5.06M 98,888 +8,523 +9%
ACA
22
Atlas Capital Advisors
Wyoming
$4.87M 95,118 -34,541 -27%
NA
23
NewEdge Advisors
Louisiana
$4.67M 91,281 -2,765 -3%
FSC
24
Full Sail Capital
Oklahoma
$4.65M 90,921 -865 -0.9%
JWCA
25
J.W. Cole Advisors
Florida
$4M 78,244 +33,891 +76%