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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$4.54M -$232K -4,590 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.35M -$196K -3,879 -4%
MIS
28
Morningstar Investment Services
Illinois
$3.25M -$17.8M -351,217 -84%
JWCA
29
J.W. Cole Advisors
Florida
$3.2M +$63.3K +1,250 +2%
UF
30
Univest Financial
Pennsylvania
$3.2M +$3.28M +64,674 New
RF
31
Roxbury Financial
New Jersey
$2.96M +$2.87M +56,657 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$2.84M -$126K -2,497 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.6M +$2.19M +43,270 +464%
Stifel Financial
34
Stifel Financial
Missouri
$2.57M -$181K -3,567 -6%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.36M -$61.3K -1,211 -2%
Bank of America
36
Bank of America
North Carolina
$2.12M +$14.7K +290 +0.7%
PS
37
Principal Securities
Iowa
$2.1M +$81.2K +1,604 +4%
Ameriprise
38
Ameriprise
Minnesota
$1.96M -$389K -7,683 -16%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.92M +$329K +6,495 +20%
AWS
40
Atria Wealth Solutions
New York
$1.8M -$8.9M -175,753 -83%
WFS
41
Walker Financial Services
Kentucky
$1.79M +$74.8K +1,476 +4%
Wells Fargo
42
Wells Fargo
California
$1.77M +$383K +7,566 +27%
LA
43
Lifeworks Advisors
Michigan
$1.76M +$271K +5,345 +18%
AAP
44
Arax Advisory Partners
Colorado
$1.68M +$1.72M +33,894 New
SPC
45
Sigma Planning Corp
Michigan
$1.62M -$144K -2,837 -8%
Jane Street
46
Jane Street
New York
$1.6M +$1.64M +32,409 New
AWA
47
Arkadios Wealth Advisors
Georgia
$1.56M -$427K -8,423 -21%
YWM
48
Yoder Wealth Management
California
$1.52M +$168K +3,322 +12%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.45M -$162K -3,194 -10%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.44M +$17.9K +354 +1%