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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$2.86M -$243K -5,670 -8%
Bank of America
27
Bank of America
North Carolina
$2.57M +$186K +4,339 +8%
UBS Group
28
UBS Group
Switzerland
$2.41M -$46.8K -1,094 -2%
MAM
29
Marotta Asset Management
Virginia
$2.41M +$901K +21,052 +64%
Stifel Financial
30
Stifel Financial
Missouri
$2.23M +$142K +3,320 +7%
AWS
31
Atria Wealth Solutions
New York
$2.22M -$741K -17,316 -26%
WFS
32
Walker Financial Services
Kentucky
$2.2M -$1.14M -26,574 -35%
JWCA
33
J.W. Cole Advisors
Florida
$1.84M -$65.9K -1,540 -4%
Prudential Financial
34
Prudential Financial
New Jersey
$1.79M -$147K -3,427 -8%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.76M +$223K +5,218 +15%
SPIA
36
Steward Partners Investment Advisory
New York
$1.67M +$126K +2,952 +9%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.59M +$1.28M +29,901 +524%
Wells Fargo
38
Wells Fargo
California
$1.57M +$466K +10,885 +45%
CAN
39
Cetera Advisor Networks
California
$1.46M +$423K +9,872 +43%
Ameriprise
40
Ameriprise
Minnesota
$1.42M -$4.15M -96,955 -75%
PS
41
Principal Securities
Iowa
$1.41M +$1.35M +31,516 New
CAL
42
Capital Analysts LLC
Pennsylvania
$1.39M +$171 +4 +0%
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$1.31M -$919K -21,477 -42%
Truist Financial
44
Truist Financial
North Carolina
$1.29M -$279K -6,524 -18%
IOOF
45
Independent Order of Foresters
Ontario, Canada
$1.26M
Macquarie Group
46
Macquarie Group
Australia
$1.26M
HCA
47
Heck Capital Advisors
Wisconsin
$1.24M -$1.15M -26,936 -49%
LA
48
Lifeworks Advisors
Michigan
$1.22M -$23.5K -550 -2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.19M +$64.8K +1,514 +6%
AB
50
Atlas Brown
Kentucky
$1.19M +$2.95K +69 +0.3%