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Fidelity MSCI Consumer Staples Index ETF

107 hedge funds and large institutions have $219M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $171M → $219M (+$47.5M)

16% more funds holding

Funds holding: 92107 (+15)

0.58% more ownership

Funds ownership: 33.59%34.17% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
34
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.82M -$442K -12,776 -20%
DFG
27
Demars Financial Group
Washington
$1.8M -$169K -4,879 -9%
5L
28
55I LLC
Massachusetts
$1.79M -$55.3K -1,597 -3%
LPL Financial
29
LPL Financial
California
$1.74M +$801K +23,149 +86%
Morgan Stanley
30
Morgan Stanley
New York
$1.46M -$94.8K -2,739 -6%
IOOF
31
Independent Order of Foresters
Ontario, Canada
$1.33M +$1.32M +38,188 New
NR
32
Newfound Research
Massachusetts
$1.33M +$1.32M +38,168 New
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$1.25M +$115K +3,324 +10%
SW
34
SVB Wealth
Massachusetts
$1.23M -$1.08M -31,096 -47%
AB
35
Atlas Brown
Kentucky
$1.13M +$36.9K +1,066 +3%
SPC
36
Sigma Planning Corp
Michigan
$1.02M -$452K -13,044 -31%
ECM
37
Exchange Capital Management
Michigan
$1.02M -$4.5K -130 -0.4%
Wells Fargo
38
Wells Fargo
California
$974K +$711K +20,539 +278%
HAS
39
HBW Advisory Services
California
$968K +$961K +27,749 New
BCA
40
Bray Capital Advisors
Florida
$892K
PG
41
Prostatis Group
Maryland
$887K +$642K +18,555 +270%
ACA
42
Atlas Capital Advisors
Wyoming
$831K -$928K -26,799 -53%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$826K -$2.35M -67,822 -74%
LA
44
Lynch & Associates
Indiana
$667K -$7.55K -218 -1%
BCM
45
Beck Capital Management
Texas
$632K -$8.83K -255 -1%
MML Investors Services
46
MML Investors Services
Massachusetts
$608K +$603K +17,422 New
RBFC
47
Roman Butler Fullerton & Co
Missouri
$568K -$1.05M -30,218 -65%
WI
48
WBI Investments
New Jersey
$563K +$559K +16,148 New
CH
49
Canton Hathaway
Rhode Island
$562K +$5.88K +170 +1%
HH
50
Hilltop Holdings
Texas
$541K +$537K +15,517 New