We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

50 hedge funds and large institutions have $105M invested in Fidelity MSCI Consumer Staples Index ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 4750 (+3)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

8.05% less ownership

Funds ownership: 45.97%37.92% (-8.1%)

17% less capital invested

Capital invested by funds: $127M → $105M (-$21.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$486K +$469K +14,751 New
PVH
27
Psagot Value Holdings
Israel
$462K -$31.8K -1,000 -7%
PFS
28
Prospera Financial Services
Texas
$445K -$27K -849 -6%
ACM
29
Argentus Capital Management
Texas
$381K -$555K -17,471 -60%
AIM
30
Advantage Investment Management
Iowa
$373K +$158K +4,959 +78%
MFS
31
MSI Financial Services
Massachusetts
$365K +$5.24K +165 +2%
LA
32
Lynch & Associates
Indiana
$326K +$26K +818 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$312K -$767K -24,146 -72%
Jane Street
34
Jane Street
New York
$267K +$257K +8,095 New
AIA
35
Allegis Investment Advisors
Idaho
$237K -$213K -6,700 -48%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207K +$87.9K +2,764 +79%
Wells Fargo
37
Wells Fargo
California
$183K +$38K +1,194 +27%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$167K -$469K -14,753 -74%
AG
39
Advisor Group
Arizona
$122K +$119K +3,730 New
UBS Group
40
UBS Group
Switzerland
$98K -$25.9K -814 -21%
IA
41
IFP Advisors
Florida
$71K +$68.1K +2,142 New
JP Morgan Chase
42
JP Morgan Chase
New York
$67K -$4.77K -150 -7%
VNA
43
Valley National Advisers
Pennsylvania
$34K
KF
44
Krilogy Financial
Missouri
$32K +$159 +5 +0.5%
WA
45
WFG Advisors
Texas
$24K +$8.04K +253 +52%
BCI
46
Brinker Capital Investments
Pennsylvania
$22K +$6.26K +197 +42%
Citigroup
47
Citigroup
New York
$19K +$18.1K +571 New
NFG
48
Next Financial Group
Texas
$8K
Citadel Advisors
49
Citadel Advisors
Florida
-$852K -26,888 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$414K -13,061 Closed