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Fidelity MSCI Consumer Staples Index ETF

147 hedge funds and large institutions have $377M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $326M → $377M (+$51.6M)

8% more funds holding

Funds holding: 136147 (+11)

1.17% more ownership

Funds ownership: 35.7%36.88% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
47
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
26
Laurel Wealth Advisors (California)
California
$3.18M -$736K -16,184 -19%
FP
27
Financial Perspectives
Minnesota
$3M +$142K +3,113 +5%
SIA
28
Soltis Investment Advisors
Utah
$2.76M +$2.74M +60,199 New
LNC
29
Lincoln National Corp
Pennsylvania
$2.64M +$1.58M +34,671 +152%
UBS Group
30
UBS Group
Switzerland
$2.6M -$231K -5,083 -8%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.6M +$1.8M +39,673 +231%
WFS
32
Walker Financial Services
Kentucky
$2.39M +$2.37M +52,172 New
HHRDM
33
H&H Retirement Design & Management
Nevada
$2.08M +$10.6K +234 +0.5%
CW
34
Connectus Wealth
Ohio
$2.08M -$134K -2,956 -6%
CFP
35
Curran Financial Partners
South Carolina
$1.84M -$735K -16,165 -29%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.77M +$1.49M +32,775 +562%
BCM
37
Brookstone Capital Management
Illinois
$1.74M -$174K -3,816 -9%
JWCA
38
J.W. Cole Advisors
Florida
$1.74M +$263K +5,785 +18%
AB
39
Atlas Brown
Kentucky
$1.71M +$7.87K +173 +0.5%
FTUS
40
Flow Traders U.S.
New York
$1.66M +$1.65M +36,232 New
Stifel Financial
41
Stifel Financial
Missouri
$1.62M -$72.9K -1,602 -4%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.61M +$182 +4 +0%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$1.51M +33,235 +1,672%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.05M +23,030 +204%
SPC
45
Sigma Planning Corp
Michigan
$1.52M +$93.5K +2,055 +7%
IOOF
46
Independent Order of Foresters
Ontario, Canada
$1.49M
TC
47
TAP Consulting
Missouri
$1.49M +$77.2K +1,698 +6%
ECM
48
Exchange Capital Management
Michigan
$1.26M -$15.8K -348 -1%
TA
49
TrueWealth Advisors
Alabama
$1.23M
BCA
50
Bray Capital Advisors
Florida
$1.17M