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Fidelity MSCI Consumer Staples Index ETF

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less capital invested

Capital invested by funds: $416M → $414M (-$1.69M)

1% less funds holding

Funds holding: 164163 (-1)

1.86% less ownership

Funds ownership: 39.12%37.26% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$2.7M +$711K +15,500 +38%
BWM
27
Buska Wealth Management
Wisconsin
$2.62M +$2.52M +55,017 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.58M -$612K -13,349 -20%
UBS Group
29
UBS Group
Switzerland
$2.58M +$13K +284 +0.5%
Stifel Financial
30
Stifel Financial
Missouri
$2.41M +$31.4K +684 +1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.09M +$2.01M +43,924 New
AWS
32
Atria Wealth Solutions
New York
$2.07M -$283K -6,171 -12%
Bank of America
33
Bank of America
North Carolina
$2.07M -$642K -14,004 -24%
Prudential Financial
34
Prudential Financial
New Jersey
$1.96M +$49.6K +1,081 +3%
WFS
35
Walker Financial Services
Kentucky
$1.73M -$589K -12,853 -26%
SPC
36
Sigma Planning Corp
Michigan
$1.71M +$640K +13,960 +63%
WI
37
WBI Investments
New Jersey
$1.7M -$2.11M -46,086 -56%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.68M +$397K +8,661 +32%
SPIA
39
Steward Partners Investment Advisory
New York
$1.63M -$151K -3,300 -9%
CAN
40
Cetera Advisor Networks
California
$1.6M +$42.7K +932 +3%
Citadel Advisors
41
Citadel Advisors
Florida
$1.55M +$1.49M +32,610 New
PS
42
Principal Securities
Iowa
$1.54M +$34.6K +755 +2%
BFA
43
Beaumont Financial Advisors
Massachusetts
$1.51M -$180K -3,925 -11%
Wells Fargo
44
Wells Fargo
California
$1.5M -$171K -3,730 -11%
CAL
45
Capital Analysts LLC
Pennsylvania
$1.47M -$11.2K -245 -0.8%
SCA
46
Snowden Capital Advisors
New York
$1.37M +$273K +5,956 +26%
Jane Street
47
Jane Street
New York
$1.35M +$870K +18,989 +202%
HCA
48
Heck Capital Advisors
Wisconsin
$1.33M +$11.1K +243 +0.9%
LA
49
Lifeworks Advisors
Michigan
$1.33M +$30K +654 +2%
AWMS
50
Advocacy Wealth Management Services
Georgia
$1.29M -$4.9M -106,973 -80%