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Fidelity MSCI Consumer Staples Index ETF

67 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

165% more capital invested

Capital invested by funds: $46.8M → $124M (+$77.2M)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

26% more funds holding

Funds holding: 5367 (+14)

19.03% more ownership

Funds ownership: 18.09%37.11% (+19%)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$53K -$46.4K -1,430 -47%
IA
52
IFP Advisors
Florida
$41K +$36.8K +1,134 +1,004%
KF
53
Krilogy Financial
Missouri
$39K +$38.5K +1,188 New
RWA
54
River Wealth Advisors
Pennsylvania
$26K +$8.14K +251 +46%
CAC
55
Certified Advisory Corp
Florida
$25K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$21K
RFC
57
Regions Financial Corp
Alabama
$16K
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16.1K +495 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$7K +$6.49K +200 New
PGWM
60
Parisi Gray Wealth Management
New Jersey
$6K
GEA
61
Glen Eagle Advisors
New Jersey
$5.7K
AIL
62
AGF Investments LLC
Ontario, Canada
$4K +$714 +22 +25%
PCG
63
Private Capital Group
Connecticut
$3K
FHA
64
Flagship Harbor Advisors
Massachusetts
$3K +$1.85K +57 +146%
SWP
65
Stratos Wealth Partners
Ohio
$2K +$1.78K +55 New
BWM
66
BerganKDV Wealth Management
Minnesota
$1K +$519 +16 New
TPWA
67
TRUE Private Wealth Advisors
Oregon
$293 +$292 +9 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$695K -22,273 Closed
KPCM
69
Kings Point Capital Management
New York
-$14K -460 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
-$6K -200 Closed