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Fidelity MSCI Consumer Staples Index ETF

127 hedge funds and large institutions have $264M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

1.4% less ownership

Funds ownership: 34.67%33.27% (-1.4%)

5% less capital invested

Capital invested by funds: $279M → $264M (-$14.7M)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.63M +$1.68M +38,955 New
AB
27
Atlas Brown
Kentucky
$1.61M +$17.9K +415 +1%
Stifel Financial
28
Stifel Financial
Missouri
$1.58M +$5.44K +126 +0.3%
Ameriprise
29
Ameriprise
Minnesota
$1.56M +$547K +12,668 +50%
FTS
30
Fifth Third Securities
Ohio
$1.49M +$1.54M +35,655 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.45M +$1M +23,245 +203%
IOOF
32
Independent Order of Foresters
Ontario, Canada
$1.36M -$79K -1,828 -5%
Macquarie Group
33
Macquarie Group
Australia
$1.36M -$79K -1,828 -5%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.36M -$531K -12,302 -28%
SPC
35
Sigma Planning Corp
Michigan
$1.3M +$114K +2,633 +9%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.21M +$42.8K +990 +4%
ECM
37
Exchange Capital Management
Michigan
$1.17M -$22.2K -515 -2%
TA
38
TrueWealth Advisors
Alabama
$1.14M -$587K -13,587 -33%
TC
39
TAP Consulting
Missouri
$1.13M +$139K +3,219 +14%
Wells Fargo
40
Wells Fargo
California
$1.12M -$14.9K -346 -1%
BCA
41
Bray Capital Advisors
Florida
$1.07M
CF
42
Clarity Financial
Texas
$934K -$50.8K -1,177 -5%
KPWS
43
Kestra Private Wealth Services
Texas
$915K +$62.6K +1,450 +7%
AWA
44
Arkadios Wealth Advisors
Georgia
$827K -$185K -4,283 -18%
LNC
45
Lincoln National Corp
Pennsylvania
$778K +$50.5K +1,169 +7%
LA
46
Lynch & Associates
Indiana
$772K +$778 +18 +0.1%
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$748K -$58K -1,342 -7%
BCM
48
Beck Capital Management
Texas
$730K +$15.6K +362 +2%
SSWM
49
Smith Salley Wealth Management
North Carolina
$727K +$102K +2,371 +16%
SCA
50
Snowden Capital Advisors
New York
$693K -$950 -22 -0.1%