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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.06M +$422K +8,511 +17%
ERWM
27
Elk River Wealth Management
Colorado
$3.04M +$2.95M +59,643 New
Stifel Financial
28
Stifel Financial
Missouri
$2.84M +$202K +4,077 +8%
UBS Group
29
UBS Group
Switzerland
$2.59M -$41.2K -832 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.5M -$194K -3,915 -7%
Ameriprise
31
Ameriprise
Minnesota
$2.42M -$808K -16,309 -26%
Bank of America
32
Bank of America
North Carolina
$2.17M +$195K +3,945 +10%
PS
33
Principal Securities
Iowa
$2.09M +$478K +9,644 +31%
AWA
34
Arkadios Wealth Advisors
Georgia
$2.04M +$508K +10,259 +35%
Prudential Financial
35
Prudential Financial
New Jersey
$1.82M -$300K -6,055 -15%
SPC
36
Sigma Planning Corp
Michigan
$1.81M +$82.2K +1,660 +5%
WFS
37
Walker Financial Services
Kentucky
$1.78M +$101K +2,041 +6%
BWM
38
Buska Wealth Management
Wisconsin
$1.71M -$406K -8,203 -20%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.66M -$262K -5,295 -14%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.65M +$34.3K +692 +2%
LA
41
Lifeworks Advisors
Michigan
$1.55M +$121K +2,438 +9%
SCA
42
Snowden Capital Advisors
New York
$1.48M -$3.57K -72 -0.2%
C
43
CEDRUS
Colorado
$1.47M +$261K +5,276 +22%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.47M +$32.1K +648 +2%
Wells Fargo
45
Wells Fargo
California
$1.45M -$154K -3,108 -10%
SSWM
46
Smith Salley Wealth Management
North Carolina
$1.43M +$205K +4,132 +17%
YWM
47
Yoder Wealth Management
California
$1.4M +$106K +2,145 +8%
HCA
48
Heck Capital Advisors
Wisconsin
$1.4M +$6.74K +136 +0.5%
AB
49
Atlas Brown
Kentucky
$1.39M +$25.1K +507 +2%
LA
50
Lynch & Associates
Indiana
$1.36M +$64.4K +1,301 +5%