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Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$3.79M +$278K +6,327 +8%
FP
27
Financial Perspectives
Minnesota
$3.73M +$63K +1,435 +2%
Ameriprise
28
Ameriprise
Minnesota
$3.64M +$1.64M +37,295 +85%
LNC
29
Lincoln National Corp
Pennsylvania
$3.49M +$1.04M +23,605 +44%
LG
30
Leuthold Group
Minnesota
$3.46M +$1.54M +35,031 +83%
OLVIG
31
Oliver Lagore Vanvalin Investment Group
Michigan
$3.19M +$167K +3,811 +6%
SIA
32
Soltis Investment Advisors
Utah
$3.14M +$9.35K +213 +0.3%
UBS Group
33
UBS Group
Switzerland
$2.76M -$146K -3,320 -5%
FTS
34
Fifth Third Securities
Ohio
$2.66M +$29.2K +665 +1%
BFA
35
Beaumont Financial Advisors
Massachusetts
$2.52M +$2.17M +49,499 +745%
SPC
36
Sigma Planning Corp
Michigan
$2.13M +$79.8K +1,817 +4%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.87M -$318K -7,241 -15%
Stifel Financial
38
Stifel Financial
Missouri
$1.86M +$291K +6,617 +19%
Truist Financial
39
Truist Financial
North Carolina
$1.85M -$193K -4,400 -10%
TC
40
TAP Consulting
Missouri
$1.71M +$60.3K +1,374 +4%
LA
41
Lifeworks Advisors
Michigan
$1.7M +$23.4K +533 +1%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.68M -$38.5K -876 -2%
JWCA
43
J.W. Cole Advisors
Florida
$1.67M +$74.9K +1,706 +5%
AWM
44
Abound Wealth Management
Tennessee
$1.51M +$311K +7,091 +27%
HCA
45
Heck Capital Advisors
Wisconsin
$1.49M +$1.46M +33,158 New
AB
46
Atlas Brown
Kentucky
$1.45M -$3.34K -76 -0.2%
NA
47
NewEdge Advisors
Louisiana
$1.43M +$306K +6,960 +28%
Wells Fargo
48
Wells Fargo
California
$1.43M +$249K +5,661 +22%
HHRDM
49
H&H Retirement Design & Management
Nevada
$1.31M +$24.4K +556 +2%
Macquarie Group
50
Macquarie Group
Australia
$1.27M