We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

161 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

8% more funds holding

Funds holding: 149161 (+12)

1.12% more ownership

Funds ownership: 37.56%38.68% (+1.1%)

0% more capital invested

Capital invested by funds: $418M → $418M (+$344K)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
53
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
26
Financial Perspectives
Minnesota
$3.94M +$182K +4,100 +5%
LNC
27
Lincoln National Corp
Pennsylvania
$3.61M +$97.6K +2,204 +3%
Bank of America
28
Bank of America
North Carolina
$3.22M -$3.68M -83,132 -54%
FTS
29
Fifth Third Securities
Ohio
$3.12M +$430K +9,714 +16%
HCA
30
Heck Capital Advisors
Wisconsin
$3.03M +$1.5M +33,890 +102%
TA
31
TrueWealth Advisors
Alabama
$2.97M -$971K -21,934 -25%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.81M +$2.75M +62,196 New
UBS Group
33
UBS Group
Switzerland
$2.73M -$52.5K -1,186 -2%
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$2.72M -$491K -11,092 -16%
WI
35
WBI Investments
New Jersey
$2.71M +$2.06M +46,501 +343%
Truist Financial
36
Truist Financial
North Carolina
$2.38M +$510K +11,524 +28%
SIA
37
Soltis Investment Advisors
Utah
$2.37M -$780K -17,612 -25%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.25M +$549K +12,392 +33%
OPS
39
Orion Portfolio Solutions
Nebraska
$2.25M +$1.83M +41,263 +479%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.96M +$1.27M +28,576 +194%
SPC
41
Sigma Planning Corp
Michigan
$1.94M -$202K -4,559 -10%
Stifel Financial
42
Stifel Financial
Missouri
$1.93M +$54.5K +1,230 +3%
JWCA
43
J.W. Cole Advisors
Florida
$1.79M +$113K +2,560 +7%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.79M +$977K +22,059 +125%
AM
45
AGF Management
Ontario, Canada
$1.73M +$1.7M +38,309 New
MML Investors Services
46
MML Investors Services
Massachusetts
$1.71M -$170K -3,846 -9%
CA
47
Crumly & Associates
Illinois
$1.67M +$1.64M +36,993 New
LA
48
Lifeworks Advisors
Michigan
$1.57M -$146K -3,290 -9%
AWM
49
Abound Wealth Management
Tennessee
$1.5M -$23.6K -532 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.45M +$977K +22,060 +218%