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Fidelity MSCI Consumer Staples Index ETF

46 hedge funds and large institutions have $58.3M invested in Fidelity MSCI Consumer Staples Index ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 4846 (-2)

9.53% less ownership

Funds ownership: 33.8%24.27% (-9.5%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

38% less capital invested

Capital invested by funds: $94.8M → $58.3M (-$36.5M)

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
26
Psagot Value Holdings
Israel
$343K -$46.7K -1,500 -12%
VKH
27
Virtu KCG Holdings
New York
$322K +$322K +10,329 New
LA
28
Lynch & Associates
Indiana
$312K -$7.29K -234 -2%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K -$26K -836 -8%
Lido Advisors
30
Lido Advisors
California
$277K +$276K +8,874 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$142K -$13.6M -435,272 -99%
UBS Group
32
UBS Group
Switzerland
$129K +$72.6K +2,331 +129%
AG
33
Advisor Group
Arizona
$117K -$41.2K -1,324 -26%
Wells Fargo
34
Wells Fargo
California
$87K -$92.7K -2,976 -52%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$58K +$57.4K +1,843 New
PCFFS
36
Pacific Center for Financial Services
California
$53K +$52.5K +1,684 New
NFG
37
Next Financial Group
Texas
$47K +$10K +322 +27%
KF
38
Krilogy Financial
Missouri
$44K +$6.54K +210 +18%
Creative Planning
39
Creative Planning
Kansas
$30K +$20.9K +671 +224%
WA
40
WFG Advisors
Texas
$23K +$125 +4 +0.5%
VNA
41
Valley National Advisers
Pennsylvania
$13K -$19.6K -629 -61%
GEA
42
Glen Eagle Advisors
New Jersey
$5.46K +$5.45K +175 New
PA
43
Parallel Advisors
California
$5K +$5.33K +171 New
HCA
44
Heck Capital Advisors
Wisconsin
$3.77K +$3.77K +121 New
BFA
45
Beaumont Financial Advisors
Massachusetts
-$9.83M -307,842 Closed
TPWA
46
TRUE Private Wealth Advisors
Oregon
-$6.3M -200,681 Closed
SG Americas Securities
47
SG Americas Securities
New York
-$934K -29,268 Closed
SAM
48
Shamrock Asset Management
Texas
-$744K -23,299 Closed
FI
49
FormulaFolio Investments
Michigan
-$432K -13,532 Closed
Mariner
50
Mariner
Kansas
-$309K -9,673 Closed