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Fidelity MSCI Consumer Staples Index ETF

206 hedge funds and large institutions have $566M invested in Fidelity MSCI Consumer Staples Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

8% more capital invested

Capital invested by funds: $524M → $566M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.01% less ownership

Funds ownership: 39.91%39.9% (-0.01%)

7% less call options, than puts

Call options by funds: $225K | Put options by funds: $241K

3% less funds holding

Funds holding: 212206 (-6)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
78
Reduced
58
Closed
25
Calls
$225K
Puts
$241K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.51M +$880K +16,489 +132%
HCA
52
Heck Capital Advisors
Wisconsin
$1.4M -$82.1K -1,539 -5%
AB
53
Atlas Brown
Kentucky
$1.36M -$4.91K -92 -0.4%
FFWA
54
FRG Family Wealth Advisors
Washington
$1.32M
SCA
55
Snowden Capital Advisors
New York
$1.3M -$13.9K -260 -1%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.28M +$1.3M +24,400 New
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.24M +$19.6K +367 +2%
KPWM
58
KDK Private Wealth Management
Texas
$1.15M -$11.4K -214 -1%
BPA
59
Beacon Pointe Advisors
California
$1.12M +$4.32K +81 +0.4%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$76.6K +1,435 +7%
SPIA
61
Steward Partners Investment Advisory
New York
$1.08M +$108K +2,033 +11%
IAA
62
Independent Advisor Alliance
North Carolina
$1.08M +$691K +12,944 +168%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.07M +$82.7K +1,549 +8%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.06M -$165K -3,095 -13%
JE
65
Jacobs Equity
Utah
$1.05M +$268K +5,025 +35%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.01M -$174K -3,269 -14%
KPWS
67
Kestra Private Wealth Services
Texas
$976K -$106K -1,987 -10%
SM
68
Sweeney & Michel
California
$953K +$4.06K +76 +0.4%
WFS
69
Walker Financial Services
Kentucky
$939K -$404K -7,563 -30%
OFS
70
OneAscent Financial Services
Alabama
$851K +$51.3K +962 +6%
NWM
71
Nova Wealth Management
Florida
$828K +$55.3K +1,037 +7%
ANBT
72
American National Bank & Trust
Texas
$816K -$13.9K -261 -2%
PWM
73
Partners Wealth Management
California
$773K -$4.91K -92 -0.6%
CWWM
74
Clear Wave Wealth Management
New Jersey
$758K +$773K +14,481 New
Truist Financial
75
Truist Financial
North Carolina
$755K +$502K +9,408 +187%