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Fidelity MSCI Consumer Staples Index ETF

67 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

165% more capital invested

Capital invested by funds: $46.8M → $124M (+$77.2M)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

26% more funds holding

Funds holding: 5367 (+14)

19.03% more ownership

Funds ownership: 18.09%37.11% (+19%)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$795K +$793K +24,430 New
MA
27
Mutual Advisors
Nebraska
$778K +$29.8K +918 +4%
AIM
28
Advantage Investment Management
Iowa
$678K -$12.2K -375 -2%
NAM
29
NorthCoast Asset Management
Connecticut
$658K +$656K +20,213 New
SCI
30
Stableford Capital II
Arizona
$647K -$8.92K -275 -1%
BCM
31
Beck Capital Management
Texas
$626K -$24K -740 -4%
LA
32
Lynch & Associates
Indiana
$559K +$36.8K +1,134 +7%
AB
33
Atlas Brown
Kentucky
$554K -$74.9K -2,310 -12%
GRP
34
Global Retirement Partners
California
$455K -$324 -10 -0.1%
SSWM
35
Smith Salley Wealth Management
North Carolina
$406K +$27.9K +860 +7%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$401K +$10.3K +319 +3%
FA
37
FMA Advisory
Pennsylvania
$376K +$14.4K +445 +4%
LPL Financial
38
LPL Financial
California
$361K +$89.9K +2,770 +33%
FTIOP
39
Fiduciary Trust International of Pennsylvania
Pennsylvania
$340K
HCM
40
Hilton Capital Management
New York
$296K -$295K -9,100 Closed
UBS Group
41
UBS Group
Switzerland
$262K -$32.9K -1,014 -11%
MML Investors Services
42
MML Investors Services
Massachusetts
$249K +$9.6K +296 +4%
FTUS
43
Flow Traders U.S.
New York
$227K +$226K +6,967 New
DWM
44
Dakota Wealth Management
Florida
$217K +$216K +6,666 New
TCM
45
Traynor Capital Management
Pennsylvania
$202K -$19K -586 -9%
HCA
46
Heck Capital Advisors
Wisconsin
$193K +$25.3K +779 +15%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$148K +$148K +4,548 New
AG
48
Advisor Group
Arizona
$94K -$16.5K -509 -15%
MSA
49
Marino Stram & Associates
Massachusetts
$76K +$75.7K +2,333 New
SAM
50
Shamrock Asset Management
Texas
$73K