We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

53 hedge funds and large institutions have $46.8M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

6.7% less ownership

Funds ownership: 24.79%18.09% (-6.7%)

7% less funds holding

Funds holding: 5753 (-4)

31% less capital invested

Capital invested by funds: $68.2M → $46.8M (-$21.5M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Smith Salley Wealth Management
North Carolina
$363K +$65.3K +2,125 +22%
FA
27
FMA Advisory
Pennsylvania
$347K +$33.5K +1,090 +11%
FTIOP
28
Fiduciary Trust International of Pennsylvania
Pennsylvania
$321K +$299K +9,726 New
LNC
29
Lincoln National Corp
Pennsylvania
$293K -$39.5K -1,287 -12%
HCM
30
Hilton Capital Management
New York
$284K +$279K +9,100 New
UBS Group
31
UBS Group
Switzerland
$283K +$71.4K +2,326 +35%
LPL Financial
32
LPL Financial
California
$260K -$6.26K -204 -2%
MML Investors Services
33
MML Investors Services
Massachusetts
$229K -$86.2K -2,807 -28%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$214K -$11.5K -373 -5%
TCM
35
Traynor Capital Management
Pennsylvania
$211K -$124K -4,047 -37%
HCA
36
Heck Capital Advisors
Wisconsin
$160K +$15.1K +491 +11%
AG
37
Advisor Group
Arizona
$106K -$17.3K -562 -14%
CFD
38
Creative Financial Designs
Indiana
$95K -$399K -12,977 -81%
Wells Fargo
39
Wells Fargo
California
$86K -$19.3K -629 -19%
SAM
40
Shamrock Asset Management
Texas
$70K -$587K -19,123 -89%
CAC
41
Certified Advisory Corp
Florida
$24K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$20K -$8.72K -284 -31%
RWA
43
River Wealth Advisors
Pennsylvania
$17K +$16.8K +548 New
RFC
44
Regions Financial Corp
Alabama
$16K +$15.4K +500 New
KPCM
45
Kings Point Capital Management
New York
$14K
PGWM
46
Parisi Gray Wealth Management
New Jersey
$6K +$5.38K +175 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$6K +$6.14K +200 New
GEA
48
Glen Eagle Advisors
New Jersey
$5.46K
IA
49
IFP Advisors
Florida
$4K -$53.4K -1,739 -94%
PCG
50
Private Capital Group
Connecticut
$3K