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Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
Connectus Wealth
Ohio
$2.21M +$2.08M +47,358 New
HHRDM
27
H&H Retirement Design & Management
Nevada
$2M +$1.92M +43,681 New
BCM
28
Brookstone Capital Management
Illinois
$1.9M -$3.41M -77,414 -66%
FTS
29
Fifth Third Securities
Ohio
$1.83M +$152K +3,464 +10%
AB
30
Atlas Brown
Kentucky
$1.73M -$58.1K -1,320 -3%
Stifel Financial
31
Stifel Financial
Missouri
$1.73M -$29.4K -667 -2%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.64M +$123K +2,805 +9%
Morgan Stanley
33
Morgan Stanley
New York
$1.53M -$639K -14,514 -31%
IOOF
34
Independent Order of Foresters
Ontario, Canada
$1.52M
Macquarie Group
35
Macquarie Group
Australia
$1.52M
JWCA
36
J.W. Cole Advisors
Florida
$1.5M +$1.41M +32,103 New
SPC
37
Sigma Planning Corp
Michigan
$1.45M +$1.63K +37 +0.1%
TC
38
TAP Consulting
Missouri
$1.44M +$169K +3,832 +14%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.34M -$4.09K -93 -0.3%
ECM
40
Exchange Capital Management
Michigan
$1.3M -$9.33K -212 -0.8%
TA
41
TrueWealth Advisors
Alabama
$1.23M -$32.5K -739 -3%
BCA
42
Bray Capital Advisors
Florida
$1.19M
LNC
43
Lincoln National Corp
Pennsylvania
$1.06M +$186K +4,234 +23%
KPWS
44
Kestra Private Wealth Services
Texas
$1.06M +$35.2K +799 +4%
CF
45
Clarity Financial
Texas
$1.03M -$7.22K -164 -0.7%
SSW
46
Smith Shellnut Wilson
Mississippi
$1.02M +$965K +21,932 New
Wells Fargo
47
Wells Fargo
California
$987K -$249K -5,655 -21%
AWA
48
Arkadios Wealth Advisors
Georgia
$946K +$22.5K +511 +3%
NA
49
NewEdge Advisors
Louisiana
$938K +$884K +20,089 New
LA
50
Lynch & Associates
Indiana
$886K +$23.9K +543 +3%