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Fidelity MSCI Consumer Staples Index ETF

206 hedge funds and large institutions have $566M invested in Fidelity MSCI Consumer Staples Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

8% more capital invested

Capital invested by funds: $524M → $566M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.01% less ownership

Funds ownership: 39.91%39.9% (-0.01%)

7% less call options, than puts

Call options by funds: $225K | Put options by funds: $241K

3% less funds holding

Funds holding: 212206 (-6)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
78
Reduced
58
Closed
25
Calls
$225K
Puts
$241K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.25M +$70.1K +1,313 +2%
NA
27
NewEdge Advisors
Louisiana
$4.23M -$94.9K -1,779 -2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4M +$537K +10,063 +15%
AWA
29
Arkadios Wealth Advisors
Georgia
$3.71M +$176K +3,293 +5%
Bank of America
30
Bank of America
North Carolina
$3.54M +$278K +5,205 +8%
LA
31
Lifeworks Advisors
Michigan
$3.53M -$603K -11,300 -14%
Citigroup
32
Citigroup
New York
$3.44M +$1.66M +31,100 +90%
ASN
33
Advisory Services Network
Georgia
$3.41M -$721K -13,507 -17%
SCA
34
Southern Capital Advisors
Tennessee
$3.33M +$2.95M +55,284 +665%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$3.19M +$289K +5,422 +10%
RF
36
Roxbury Financial
New Jersey
$2.97M +$12.4K +232 +0.4%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.95M -$1M -18,762 -25%
Raymond James Financial
38
Raymond James Financial
Florida
$2.59M +$690K +12,938 +35%
YWM
39
Yoder Wealth Management
California
$2.47M +$135K +2,522 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.32M +$1M +18,739 +73%
SPC
41
Sigma Planning Corp
Michigan
$2.04M +$394K +7,380 +23%
HG
42
Herbst Group
Connecticut
$1.99M +$2.03M +38,003 New
BFA
43
Beaumont Financial Advisors
Massachusetts
$1.92M +$1.7M +31,816 +652%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$1.91M -$909K -17,034 -32%
PS
45
Principal Securities
Iowa
$1.7M -$1.07M -20,129 -38%
AAP
46
Arax Advisory Partners
Colorado
$1.66M +$27.5K +515 +2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$1.62M -$13.1K -246 -0.8%
Ameriprise
48
Ameriprise
Minnesota
$1.62M +$93.4K +1,751 +6%
Wells Fargo
49
Wells Fargo
California
$1.58M -$561K -10,511 -26%
LA
50
Lynch & Associates
Indiana
$1.56M -$64.9K -1,216 -4%