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Fidelity MSCI Consumer Staples Index ETF

192 hedge funds and large institutions have $584M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

7% more funds holding

Funds holding: 180192 (+12)

6% more capital invested

Capital invested by funds: $551M → $584M (+$32.9M)

1.18% more ownership

Funds ownership: 55.26%56.44% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
68
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$4.62M +$4.56M +90,365 New
MAM
27
Marotta Asset Management
Virginia
$4.61M -$165K -3,261 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.65M +$1.19M +23,605 +49%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$3.62M +$673K +13,325 +23%
WI
30
WBI Investments
New Jersey
$3.34M +$2.25M +44,473 +213%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.05M +$1.54M +30,579 +105%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$3.01M -$1.99M -39,365 -40%
RF
33
Roxbury Financial
New Jersey
$2.98M +$7.12K +141 +0.2%
GWA
34
GGM Wealth Advisors
Maryland
$2.96M +$2.94M +58,233 New
UBS Group
35
UBS Group
Switzerland
$2.72M -$11.1M -220,334 -81%
AWS
36
Atria Wealth Solutions
New York
$2.65M +$775K +15,362 +42%
Stifel Financial
37
Stifel Financial
Missouri
$2.57M -$84K -1,664 -3%
Bank of America
38
Bank of America
North Carolina
$2.46M +$272K +5,398 +13%
UF
39
Univest Financial
Pennsylvania
$2.42M -$876K -17,362 -27%
JWCA
40
J.W. Cole Advisors
Florida
$2.27M -$1.03M -20,439 -32%
PS
41
Principal Securities
Iowa
$2.1M
AWA
42
Arkadios Wealth Advisors
Georgia
$2.09M +$474K +9,394 +30%
WFS
43
Walker Financial Services
Kentucky
$1.99M +$131K +2,592 +7%
LA
44
Lifeworks Advisors
Michigan
$1.92M +$101K +2,000 +6%
BFA
45
Beaumont Financial Advisors
Massachusetts
$1.91M -$76K -1,505 -4%
AAP
46
Arax Advisory Partners
Colorado
$1.87M +$137K +2,723 +8%
SPC
47
Sigma Planning Corp
Michigan
$1.74M +$65.4K +1,296 +4%
YWM
48
Yoder Wealth Management
California
$1.69M +$110K +2,175 +7%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.55M +$52.8K +1,045 +4%
Wells Fargo
50
Wells Fargo
California
$1.5M -$330K -6,530 -18%