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Fidelity MSCI Consumer Staples Index ETF

71 hedge funds and large institutions have $230M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $195M → $230M (+$34.4M)

3.39% more ownership

Funds ownership: 45.57%48.97% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

13% less funds holding

Funds holding: 8271 (-11)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
71
Holders Change
-11
Holders Change %
-13.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
26
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$56K +$42.1K +1,306 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$54K +$3.03K +94 +6%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$50.1K +$47.8K +1,480 New
AIM
54
Advantage Investment Management
Iowa
$46K -$708K -21,932 -94%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$45K -$1.61M -49,848 -97%
CFGS
56
Concourse Financial Group Securities
Alabama
$34K
AA
57
Advisory Alpha
Michigan
$23.8K +$22.6K +699 New
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$16.8K +522 New
RFC
59
Regions Financial Corp
Alabama
$17K
AIC
60
Archer Investment Corporation
Indiana
$12K +$323 +10 +3%
CAC
61
Certified Advisory Corp
Florida
$11K
SIM
62
Sonora Investment Management
Arizona
$11K +$10.6K +329 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4K
GAM
64
Gemmer Asset Management
California
$4K +$4.07K +126 New
PCG
65
Private Capital Group
Connecticut
$3K
GWMIA
66
Global Wealth Management Investment Advisory
Florida
$3K +$807 +25 +50%
CFA
67
Camarda Financial Advisors
Florida
$3K +$2.58K +80 New
AIL
68
AGF Investments LLC
Ontario, Canada
$1K -$2.39K -74 -67%
BWM
69
BerganKDV Wealth Management
Minnesota
$1K
JPLA
70
Joseph P. Lucia & Associates
New York
$715 +$777K +24,073 New
RWP
71
RWA Wealth Partners
Massachusetts
-$9.84M -322,465 Closed
VF
72
Virtu Financial
New York
-$7.2M -236,089 Closed
KCM
73
Karp Capital Management
California
-$5.01M -164,167 Closed
SSW
74
Smith Shellnut Wilson
Mississippi
-$2.91M -95,549 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$2.9M -94,936 Closed