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Fidelity MSCI Consumer Staples Index ETF

95 hedge funds and large institutions have $203M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

2% more funds holding

Funds holding: 9395 (+2)

11.19% less ownership

Funds ownership: 46.37%35.18% (-11%)

30% less capital invested

Capital invested by funds: $290M → $203M (-$86.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
32
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.79M +$134K +3,651 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.61M +$1.57M +42,710 New
LNC
28
Lincoln National Corp
Pennsylvania
$1.42M +$104K +2,835 +8%
SPC
29
Sigma Planning Corp
Michigan
$1.39M +$41.8K +1,136 +3%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$1.34M +$238K +6,460 +22%
FHA
31
Flagship Harbor Advisors
Massachusetts
$1.34M +$477K +12,959 +58%
ACA
32
Atlas Capital Advisors
Wyoming
$1.17M +$859K +23,352 +307%
ECM
33
Exchange Capital Management
Michigan
$1.15M -$198K -5,380 -15%
EWM
34
EPG Wealth Management
Georgia
$1.1M +$1.07M +29,196 New
BCA
35
Bray Capital Advisors
Florida
$964K
AB
36
Atlas Brown
Kentucky
$917K +$157K +4,266 +21%
HCA
37
Heck Capital Advisors
Wisconsin
$912K +$537K +14,596 +152%
AI
38
Atria Investments
North Carolina
$902K -$45.2K -1,228 -5%
CAS
39
Cascadia Advisory Services
Oregon
$902K +$880K +23,921 New
LPL Financial
40
LPL Financial
California
$810K +$70.7K +1,922 +10%
NAM
41
NorthCoast Asset Management
Connecticut
$803K -$70.9K -1,926 -8%
BCM
42
Beck Capital Management
Texas
$752K -$23.2K -631 -3%
LA
43
Lynch & Associates
Indiana
$738K +$50.5K +1,372 +8%
MWC
44
MKD Wealth Coaches
Michigan
$716K -$15.8K -429 -2%
AW
45
ACG Wealth
Georgia
$696K -$218K -5,931 -24%
CONA
46
Capital One National Association
New York
$686K +$670K +18,198 New
CH
47
Canton Hathaway
Rhode Island
$630K +$33.1K +900 +6%
AWA
48
Arkadios Wealth Advisors
Georgia
$626K +$597K +16,224 New
Citadel Advisors
49
Citadel Advisors
Florida
$577K +$563K +15,297 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$538K +$245K +6,664 +87%