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Fidelity MSCI Consumer Staples Index ETF

71 hedge funds and large institutions have $230M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $195M → $230M (+$34.4M)

3.39% more ownership

Funds ownership: 45.57%48.97% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

13% less funds holding

Funds holding: 8271 (-11)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
71
Holders Change
-11
Holders Change %
-13.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
26
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$1.02M +$451K +13,967 +87%
BCA
27
Bray Capital Advisors
Florida
$866K
SAM
28
Shamrock Asset Management
Texas
$782K +$745K +23,089 New
RBFC
29
Roman Butler Fullerton & Co
Missouri
$695K -$5.13K -159 -0.8%
MWC
30
MKD Wealth Coaches
Michigan
$640K -$58.1K -1,800 -9%
BCM
31
Beck Capital Management
Texas
$613K -$6.13K -190 -1%
LPL Financial
32
LPL Financial
California
$607K +$146K +4,518 +34%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$603K +$330K +10,225 +135%
AB
34
Atlas Brown
Kentucky
$598K +$4.71K +146 +0.8%
LA
35
Lynch & Associates
Indiana
$575K -$17K -527 -3%
CFD
36
Creative Financial Designs
Indiana
$498K +$322K +9,967 +211%
SSWM
37
Smith Salley Wealth Management
North Carolina
$495K +$3.29K +102 +0.7%
FA
38
FMA Advisory
Pennsylvania
$373K -$7.81K -242 -2%
FTIOP
39
Fiduciary Trust International of Pennsylvania
Pennsylvania
$365K
SCA
40
Snowden Capital Advisors
New York
$317K +$36.9K +1,143 +14%
HCM
41
Hilton Capital Management
New York
$308K -$294K -9,100 Closed
GRP
42
Global Retirement Partners
California
$283K -$201K -6,234 -43%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$278K -$1.21M -37,524 -82%
HCA
44
Heck Capital Advisors
Wisconsin
$256K +$31.2K +967 +15%
FHA
45
Flagship Harbor Advisors
Massachusetts
$248K +$60.2K +1,866 +34%
CH
46
Canton Hathaway
Rhode Island
$238K +$80.2K +2,487 +55%
DWM
47
Dakota Wealth Management
Florida
$209K -$15.7K -487 -7%
Wells Fargo
48
Wells Fargo
California
$152K +$59.3K +1,839 +69%
UBS Group
49
UBS Group
Switzerland
$118K +$1.94K +60 +2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$106K -$29.9K -928 -23%