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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.22M +$1.36M +30,178 +66%
ACA
27
Atlas Capital Advisors
Wyoming
$2.97M -$1.34M -29,718 -30%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.94M -$92.3K -2,050 -3%
AWS
29
Atria Wealth Solutions
New York
$2.86M -$1.67M -37,031 -36%
CA
30
Crumly & Associates
Illinois
$2.45M +$143K +3,187 +6%
UBS Group
31
UBS Group
Switzerland
$2.35M -$20K -444 -0.8%
HCA
32
Heck Capital Advisors
Wisconsin
$2.33M -$344K -7,639 -12%
Bank of America
33
Bank of America
North Carolina
$2.27M -$100K -2,229 -4%
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$2.16M +$117K +2,606 +5%
Stifel Financial
35
Stifel Financial
Missouri
$1.99M +$160K +3,552 +8%
SIA
36
Soltis Investment Advisors
Utah
$1.93M -$245K -5,450 -11%
Prudential Financial
37
Prudential Financial
New Jersey
$1.86M +$563K +12,519 +40%
SPC
38
Sigma Planning Corp
Michigan
$1.85M -$161K -3,583 -8%
JWCA
39
J.W. Cole Advisors
Florida
$1.82M +$125K +2,779 +7%
FTS
40
Fifth Third Securities
Ohio
$1.56M -$1.39M -30,850 -46%
SCA
41
Southern Capital Advisors
Tennessee
$1.53M +$1.61M +35,865 New
Truist Financial
42
Truist Financial
North Carolina
$1.51M -$41.1K -913 -3%
SPIA
43
Steward Partners Investment Advisory
New York
$1.47M +$1.55M +34,541 +314,009%
AWM
44
Abound Wealth Management
Tennessee
$1.46M -$55.8K -1,239 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.45M -$939K -20,854 -38%
Jane Street
46
Jane Street
New York
$1.41M +$1.49M +33,151 New
MAM
47
Marotta Asset Management
Virginia
$1.4M +$976K +21,681 +193%
Citadel Advisors
48
Citadel Advisors
Florida
$1.34M +$243K +5,400 +21%
CAL
49
Capital Analysts LLC
Pennsylvania
$1.32M +$1.2M +26,760 +620%
Macquarie Group
50
Macquarie Group
Australia
$1.2M