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Fidelity MSCI Consumer Staples Index ETF

82 hedge funds and large institutions have $195M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

58% more capital invested

Capital invested by funds: $124M → $195M (+$71.3M)

22% more funds holding

Funds holding: 6782 (+15)

8.46% more ownership

Funds ownership: 37.11%45.57% (+8.5%)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
30
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$251K +$268K +8,219 New
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$231K +$248K +7,582 New
SG Americas Securities
53
SG Americas Securities
New York
$226K -$556K -17,030 -70%
DWM
54
Dakota Wealth Management
Florida
$217K
HCA
55
Heck Capital Advisors
Wisconsin
$201K +$22.1K +676 +11%
FHA
56
Flagship Harbor Advisors
Massachusetts
$167K +$176K +5,385 +5,609%
KPW
57
Kore Private Wealth
New York
$145K +$155K +4,754 New
CFD
58
Creative Financial Designs
Indiana
$144K +$102K +3,117 +193%
CH
59
Canton Hathaway
Rhode Island
$139K +$149K +4,556 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$124K -$16.1K -492 -11%
UBS Group
61
UBS Group
Switzerland
$104K -$151K -4,628 -57%
Wells Fargo
62
Wells Fargo
California
$81K -$4.7M -144,078 -98%
MSA
63
Marino Stram & Associates
Massachusetts
$70K +$68.1K +2,087 +89%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$46K +$28.4K +871 +138%
CFGS
65
Concourse Financial Group Securities
Alabama
$31K +$33.5K +1,025 New
RWA
66
River Wealth Advisors
Pennsylvania
$27K +$2.94K +90 +11%
RFC
67
Regions Financial Corp
Alabama
$15K
AIC
68
Archer Investment Corporation
Indiana
$11K +$11.5K +351 New
CAC
69
Certified Advisory Corp
Florida
$10K -$14.7K -450 -58%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$6K
JP Morgan Chase
71
JP Morgan Chase
New York
$6K +$6.14K +188 New
PGWM
72
Parisi Gray Wealth Management
New Jersey
$5K
VFA
73
Valeo Financial Advisors
Indiana
$5K +$5.06K +155 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$5K +$5.16K +158 New
BFEC
75
Benjamin F. Edwards & Company
Missouri
$4K +$3.92K +120 New