We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5L
26
55I LLC
Massachusetts
$2.94M +$2.6K +59 +0.1%
SIA
27
Soltis Investment Advisors
Utah
$2.81M +$178K +4,049 +6%
OLVIG
28
Oliver Lagore Vanvalin Investment Group
Michigan
$2.71M +$21.2K +482 +0.7%
UBS Group
29
UBS Group
Switzerland
$2.61M +$258K +5,855 +10%
FTS
30
Fifth Third Securities
Ohio
$2.36M +$127K +2,879 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.23M +$1.65M +37,408 +206%
LNC
32
Lincoln National Corp
Pennsylvania
$2.18M -$229K -5,188 -9%
Citadel Advisors
33
Citadel Advisors
Florida
$2.11M +$2.32M +52,647 New
MML Investors Services
34
MML Investors Services
Massachusetts
$1.96M +$448K +10,178 +26%
SPC
35
Sigma Planning Corp
Michigan
$1.84M -$111K -2,520 -5%
Truist Financial
36
Truist Financial
North Carolina
$1.83M +$143K +3,236 +8%
Ameriprise
37
Ameriprise
Minnesota
$1.77M -$341K -7,732 -15%
LG
38
Leuthold Group
Minnesota
$1.69M +$511K +11,591 +38%
LA
39
Lifeworks Advisors
Michigan
$1.65M +$1.13M +25,678 +218%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.54M +$1.69M +38,356 New
TC
41
TAP Consulting
Missouri
$1.48M +$48.6K +1,103 +3%
JWCA
42
J.W. Cole Advisors
Florida
$1.42M -$101K -2,284 -6%
Stifel Financial
43
Stifel Financial
Missouri
$1.4M -$15.8K -359 -1%
AB
44
Atlas Brown
Kentucky
$1.3M -$190K -4,319 -12%
HHRDM
45
H&H Retirement Design & Management
Nevada
$1.16M -$415K -9,429 -25%
IOOF
46
Independent Order of Foresters
Ontario, Canada
$1.13M
Macquarie Group
47
Macquarie Group
Australia
$1.13M
AWM
48
Abound Wealth Management
Tennessee
$1.07M +$527K +11,968 +82%
Wells Fargo
49
Wells Fargo
California
$1.05M +$57.1K +1,295 +5%
ECM
50
Exchange Capital Management
Michigan
$1.05M -$35K -795 -3%