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Fidelity MSCI Consumer Staples Index ETF

57 hedge funds and large institutions have $113M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4957 (+8)

16% more capital invested

Capital invested by funds: $97.5M → $113M (+$15.7M)

2.01% more ownership

Funds ownership: 35.3%37.31% (+2%)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NR
26
Newfound Research
Massachusetts
$443K +$102K +3,063 +30%
TCM
27
Traynor Capital Management
Pennsylvania
$436K -$14.6K -438 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$416K +$421K +12,597 New
SCI
29
Stableford Capital II
Arizona
$403K +$154K +4,592 +60%
VKH
30
Virtu KCG Holdings
New York
$387K +$392K +11,723 New
FA
31
FDx Advisors
Illinois
$376K +$30.9K +923 +9%
SAM
32
Shamrock Asset Management
Texas
$374K +$379K +11,322 New
LA
33
Lynch & Associates
Indiana
$357K +$6.85K +205 +2%
Ameriprise
34
Ameriprise
Minnesota
$341K +$345K +10,318 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$335K +$4.68K +140 +1%
WPP
36
Whalerock Point Partners
Rhode Island
$317K +$321K +9,603 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$293K -$24.4K -730 -8%
LPL Financial
38
LPL Financial
California
$225K +$227K +6,799 New
UBS Group
39
UBS Group
Switzerland
$197K +$66.6K +1,991 +50%
BCI
40
Brinker Capital Investments
Pennsylvania
$184K +$34.8K +1,041 +23%
SF
41
Synovus Financial
Georgia
$175K +$177K +5,292 New
Wells Fargo
42
Wells Fargo
California
$169K +$267 +8 +0.2%
AG
43
Advisor Group
Arizona
$165K +$3.68K +110 +2%
AA
44
Advisory Alpha
Michigan
$111K +$73.4K +2,196 +190%
NFG
45
Next Financial Group
Texas
$109K +$85.9K +2,570 +356%
IA
46
IFP Advisors
Florida
$93K -$334K -10,000 -78%
HCA
47
Heck Capital Advisors
Wisconsin
$56.3K +$16.2K +485 +40%
PCFFS
48
Pacific Center for Financial Services
California
$56K
KF
49
Krilogy Financial
Missouri
$48K +$2.01K +60 +4%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$30K -$25.5K -762 -46%