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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$4.16M +$524K +11,511 +14%
FP
27
Financial Perspectives
Minnesota
$4.12M +$159K +3,494 +4%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.04M +$1.78M +39,099 +78%
OPS
29
Orion Portfolio Solutions
Nebraska
$4.04M +$1.78M +39,099 +78%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$3.73M +81,824 +2,097%
WI
31
WBI Investments
New Jersey
$3.78M +$1.05M +23,113 +38%
AWM
32
AE Wealth Management
Kansas
$3.7M -$483K -10,602 -12%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.23M +$408K +8,965 +14%
FTS
34
Fifth Third Securities
Ohio
$3.06M -$75.6K -1,661 -2%
HCA
35
Heck Capital Advisors
Wisconsin
$2.83M -$215K -4,725 -7%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.71M +$994K +21,829 +58%
UBS Group
37
UBS Group
Switzerland
$2.52M -$225K -4,940 -8%
Bank of America
38
Bank of America
North Carolina
$2.52M -$726K -15,949 -22%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.5M +$532K +11,692 +27%
CA
40
Crumly & Associates
Illinois
$2.47M +$789K +17,324 +47%
SIA
41
Soltis Investment Advisors
Utah
$2.3M -$82.3K -1,806 -3%
AM
42
AGF Management
Ontario, Canada
$2.27M +$534K +11,734 +31%
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$2.19M -$545K -11,967 -20%
SPC
44
Sigma Planning Corp
Michigan
$2.13M +$179K +3,936 +9%
NA
45
NewEdge Advisors
Louisiana
$2.07M +$2.07M +45,505 New
Stifel Financial
46
Stifel Financial
Missouri
$1.96M +$14.1K +309 +0.7%
JWCA
47
J.W. Cole Advisors
Florida
$1.82M +$13.7K +301 +0.8%
Truist Financial
48
Truist Financial
North Carolina
$1.65M -$745K -16,356 -31%
AWM
49
Abound Wealth Management
Tennessee
$1.61M +$105K +2,310 +7%
Prudential Financial
50
Prudential Financial
New Jersey
$1.41M +$507K +11,133 +56%