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Fidelity MSCI Consumer Staples Index ETF

57 hedge funds and large institutions have $68.2M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

5% less funds holding

Funds holding: 6057 (-3)

13.9% less ownership

Funds ownership: 38.68%24.79% (-14%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

48% less capital invested

Capital invested by funds: $130M → $68.2M (-$61.8M)

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$600K +$558K +16,812 +801%
Morgan Stanley
27
Morgan Stanley
New York
$515K -$438K -13,198 -45%
CFD
28
Creative Financial Designs
Indiana
$508K -$189K -5,683 -26%
TSS
29
Two Sigma Securities
New York
$479K +$501K +15,100 New
WPP
30
Whalerock Point Partners
Rhode Island
$441K +$462K +13,908 New
LA
31
Lynch & Associates
Indiana
$399K +$30.7K +925 +8%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$356K -$57.9K -1,745 -13%
TCM
33
Traynor Capital Management
Pennsylvania
$344K -$34.6K -1,041 -9%
SCA
34
Snowden Capital Advisors
New York
$340K -$57.9K -1,745 -14%
LNC
35
Lincoln National Corp
Pennsylvania
$339K -$264K -7,955 -43%
MML Investors Services
36
MML Investors Services
Massachusetts
$322K -$44.3K -1,333 -12%
FA
37
FMA Advisory
Pennsylvania
$318K -$2.69K -81 -0.8%
SSWM
38
Smith Salley Wealth Management
North Carolina
$301K +$16.8K +507 +6%
HCM
39
Hilton Capital Management
New York
$289K
LPL Financial
40
LPL Financial
California
$271K +$20.6K +619 +8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$222K -$22.7M -683,749 -99%
UBS Group
42
UBS Group
Switzerland
$214K +$20.8K +626 +10%
HCA
43
Heck Capital Advisors
Wisconsin
$148K +$51.3K +1,544 +50%
AG
44
Advisor Group
Arizona
$125K -$79.8K -2,402 -38%
Wells Fargo
45
Wells Fargo
California
$107K -$29.6K -892 -21%
KF
46
Krilogy Financial
Missouri
$81K +$41.2K +1,240 +95%
IA
47
IFP Advisors
Florida
$64K
PCFFS
48
Pacific Center for Financial Services
California
$53K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$29K +$664 +20 +2%
CAC
50
Certified Advisory Corp
Florida
$24K