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Fidelity MSCI Consumer Staples Index ETF

93 hedge funds and large institutions have $290M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7993 (+14)

13% more capital invested

Capital invested by funds: $257M → $290M (+$33M)

2.4% less ownership

Funds ownership: 48.77%46.37% (-2.4%)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$1.84M +$1.84M +51,229 New
Morgan Stanley
27
Morgan Stanley
New York
$1.7M -$564K -15,691 -25%
AG
28
Advisor Group
Arizona
$1.65M +$353K +9,814 +28%
RBFC
29
Roman Butler Fullerton & Co
Missouri
$1.61M +$834K +23,210 +112%
ECM
30
Exchange Capital Management
Michigan
$1.31M +$57.2K +1,592 +5%
SPC
31
Sigma Planning Corp
Michigan
$1.31M +$105K +2,912 +9%
LNC
32
Lincoln National Corp
Pennsylvania
$1.27M -$492K -13,694 -28%
5L
33
55I LLC
Massachusetts
$1.2M +$65.5K +1,823 +6%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$1.07M +$110K +3,058 +12%
BCA
35
Bray Capital Advisors
Florida
$937K
AI
36
Atria Investments
North Carolina
$921K +$26.8K +745 +3%
AW
37
ACG Wealth
Georgia
$893K -$230K -6,409 -21%
NAM
38
NorthCoast Asset Management
Connecticut
$850K -$196K -5,443 -19%
FHA
39
Flagship Harbor Advisors
Massachusetts
$823K +$406K +11,313 +101%
SAM
40
Shamrock Asset Management
Texas
$753K -$84.4K -2,351 -10%
BCM
41
Beck Capital Management
Texas
$753K +$40.1K +1,116 +6%
AB
42
Atlas Brown
Kentucky
$735K +$42.1K +1,171 +6%
LPL Financial
43
LPL Financial
California
$717K -$56K -1,559 -7%
MWC
44
MKD Wealth Coaches
Michigan
$711K +$10.6K +295 +2%
LA
45
Lynch & Associates
Indiana
$666K -$826 -23 -0.1%
CH
46
Canton Hathaway
Rhode Island
$579K +$189K +5,259 +50%
SSWM
47
Smith Salley Wealth Management
North Carolina
$578K +$37.7K +1,050 +7%
VF
48
Virtu Financial
New York
$524K +$515K +14,325 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$478K +$469K +13,067 New
FA
50
FMA Advisory
Pennsylvania
$389K -$3.95K -110 -1%