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Fidelity MSCI Consumer Staples Index ETF

49 hedge funds and large institutions have $97.5M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $58.3M → $97.5M (+$39.1M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11.03% more ownership

Funds ownership: 24.27%35.3% (+11%)

7% more funds holding

Funds holding: 4649 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
Lynch & Associates
Indiana
$348K +$18.8K +581 +6%
FA
27
FDx Advisors
Illinois
$344K +$338K +10,460 New
NR
28
Newfound Research
Massachusetts
$340K +$334K +10,342 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$339K -$487K -15,068 -59%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329K +$30.8K +953 +11%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$316K +$311K +9,607 New
SCI
32
Stableford Capital II
Arizona
$250K +$246K +7,601 New
CFS
33
Commonwealth Financial Services
West Virginia
$178K +$175K +5,425 New
Wells Fargo
34
Wells Fargo
California
$168K +$74.4K +2,302 +82%
AG
35
Advisor Group
Arizona
$160K +$36.5K +1,130 +30%
BCI
36
Brinker Capital Investments
Pennsylvania
$148K +$146K +4,516 New
UBS Group
37
UBS Group
Switzerland
$130K -$5.59K -173 -4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$55K -$5.95K -184 -10%
PCFFS
39
Pacific Center for Financial Services
California
$55K
KF
40
Krilogy Financial
Missouri
$44K
HCA
41
Heck Capital Advisors
Wisconsin
$40K +$35.5K +1,097 +907%
AA
42
Advisory Alpha
Michigan
$38K +$37.4K +1,156 New
NFG
43
Next Financial Group
Texas
$24K -$25.9K -800 -53%
WA
44
WFG Advisors
Texas
$22K -$2.17K -67 -9%
VNA
45
Valley National Advisers
Pennsylvania
$13K
PA
46
Parallel Advisors
California
$6K
GEA
47
Glen Eagle Advisors
New Jersey
$5.75K
Citadel Advisors
48
Citadel Advisors
Florida
-$1.27M -40,586 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$818K -26,210 Closed
LPL Financial
50
LPL Financial
California
-$553K -17,667 Closed