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Fidelity MSCI Consumer Staples Index ETF

92 hedge funds and large institutions have $171M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1.59% less ownership

Funds ownership: 35.18%33.59% (-1.6%)

3% less funds holding

Funds holding: 9592 (-3)

16% less capital invested

Capital invested by funds: $203M → $171M (-$31.8M)

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
29
Reduced
26
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$1.46M +$1.05M +29,061 +179%
Morgan Stanley
27
Morgan Stanley
New York
$1.44M -$246K -6,796 -13%
LNC
28
Lincoln National Corp
Pennsylvania
$1.44M +$249K +6,883 +18%
SPC
29
Sigma Planning Corp
Michigan
$1.37M +$200K +5,527 +15%
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.12M -$28.6K -790 -2%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$1.05M -$117K -3,227 -9%
AB
32
Atlas Brown
Kentucky
$1.01M +$253K +6,988 +29%
ECM
33
Exchange Capital Management
Michigan
$955K -$33.4K -923 -3%
Goldman Sachs
34
Goldman Sachs
New York
$926K +$1.04M +28,647 New
LPL Financial
35
LPL Financial
California
$867K +$192K +5,315 +25%
HCA
36
Heck Capital Advisors
Wisconsin
$846K +$71.5K +1,976 +8%
BCA
37
Bray Capital Advisors
Florida
$827K
SF
38
Synovus Financial
Georgia
$688K +$770K +21,291 New
PAG
39
Private Advisor Group
New Jersey
$680K +$761K +21,021 New
LA
40
Lynch & Associates
Indiana
$625K -$8.61K -238 -1%
BCM
41
Beck Capital Management
Texas
$595K -$56.5K -1,561 -8%
CH
42
Canton Hathaway
Rhode Island
$516K -$27.8K -769 -5%
MAS
43
Madden Advisory Services
Florida
$509K +$570K +15,764 New
Jane Street
44
Jane Street
New York
$501K +$560K +15,481 New
Prudential Financial
45
Prudential Financial
New Jersey
$498K +$197K +5,455 +55%
PD
46
Planning Directions
Pennsylvania
$489K +$547K +15,106 New
BFA
47
Beaumont Financial Advisors
Massachusetts
$488K -$16.5M -455,749 -97%
COF
48
Capital One Financial
Virginia
$412K +$461K +12,746 New
SCA
49
Snowden Capital Advisors
New York
$383K +$50.8K +1,405 +13%
SS
50
Sunbelt Securities
Texas
$359K +$401K +11,092 New