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Fidelity MSCI Consumer Staples Index ETF

144 hedge funds and large institutions have $362M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $377M → $362M (-$15.2M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 36.88%35.25% (-1.6%)

2% less funds holding

Funds holding: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
48
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
26
Demars Financial Group
Washington
$3.08M +$41.5K +921 +1%
FP
27
Financial Perspectives
Minnesota
$2.98M +$151K +3,341 +5%
OLVIG
28
Oliver Lagore Vanvalin Investment Group
Michigan
$2.9M -$332K -7,353 -10%
SIA
29
Soltis Investment Advisors
Utah
$2.85M +$256K +5,670 +9%
WFS
30
Walker Financial Services
Kentucky
$2.81M +$576K +12,760 +24%
LNC
31
Lincoln National Corp
Pennsylvania
$2.57M +$85.7K +1,899 +3%
UBS Group
32
UBS Group
Switzerland
$2.56M +$114K +2,525 +4%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.42M -$44.2K -979 -2%
FTS
34
Fifth Third Securities
Ohio
$2.41M +$2.52M +55,800 New
Ameriprise
35
Ameriprise
Minnesota
$2.23M +$1.93M +42,788 +483%
SPC
36
Sigma Planning Corp
Michigan
$2.09M +$679K +15,048 +45%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2M +$497K +11,023 +31%
Truist Financial
38
Truist Financial
North Carolina
$1.83M -$11.8M -262,380 -86%
HHRDM
39
H&H Retirement Design & Management
Nevada
$1.71M -$267K -5,921 -13%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.68M +$157K +3,490 +10%
JWCA
41
J.W. Cole Advisors
Florida
$1.63M -$5.64K -125 -0.3%
CFP
42
Curran Financial Partners
South Carolina
$1.6M -$148K -3,277 -8%
AB
43
Atlas Brown
Kentucky
$1.59M -$23.6K -522 -1%
TC
44
TAP Consulting
Missouri
$1.54M +$143K +3,174 +10%
Stifel Financial
45
Stifel Financial
Missouri
$1.53M -$4.6K -102 -0.3%
CW
46
Connectus Wealth
Ohio
$1.41M -$538K -11,915 -27%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.38M +$1.1M +24,325 +319%
LG
48
Leuthold Group
Minnesota
$1.32M +$507K +11,245 +58%
IOOF
49
Independent Order of Foresters
Ontario, Canada
$1.22M -$195K -4,330 -13%
Macquarie Group
50
Macquarie Group
Australia
$1.22M -$195K -4,330 -13%