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Fidelity MSCI Consumer Staples Index ETF

117 hedge funds and large institutions have $348M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

59% more capital invested

Capital invested by funds: $219M → $348M (+$130M)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

10.28% more ownership

Funds ownership: 34.17%44.45% (+10%)

9% more funds holding

Funds holding: 107117 (+10)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
27
Increased
40
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$566K +$558K +14,835 New
FP
52
Financial Perspectives
Minnesota
$564K +$57.8K +1,536 +12%
SCA
53
Snowden Capital Advisors
New York
$547K +$17.2K +458 +3%
EWM
54
EPG Wealth Management
Georgia
$546K +$101K +2,675 +23%
RSWM
55
Robertson Stephens Wealth Management
California
$514K +$507K +13,488 New
Morgan Stanley
56
Morgan Stanley
New York
$507K -$1.07M -28,495 -68%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$481K -$416K -11,074 -47%
CFD
58
Creative Financial Designs
Indiana
$478K -$49.5K -1,317 -10%
CA
59
Cetera Advisors
Colorado
$453K +$18.2K +483 +4%
HCA
60
Heck Capital Advisors
Wisconsin
$451K +$16.8K +447 +4%
FA
61
FMA Advisory
Pennsylvania
$435K +$11.4K +303 +3%
LI
62
LVZ Inc
Michigan
$424K
MWM
63
Maltin Wealth Management
New Jersey
$422K +$15.8K +419 +4%
KWM
64
Kingsview Wealth Management
Oregon
$414K +$29.3K +779 +8%
SSWM
65
Smith Salley Wealth Management
North Carolina
$403K +$26.6K +706 +7%
LNC
66
Lincoln National Corp
Pennsylvania
$391K +$53.6K +1,424 +16%
NAM
67
NorthCoast Asset Management
Connecticut
$366K -$15.5K -411 -4%
TC
68
TAP Consulting
Missouri
$364K +$358K +9,532 New
Prudential Financial
69
Prudential Financial
New Jersey
$346K +$13.6K +361 +4%
AW
70
ACG Wealth
Georgia
$338K +$21.4K +570 +7%
FTUS
71
Flow Traders U.S.
New York
$316K +$312K +8,292 New
BAM
72
Belpointe Asset Management
Nevada
$306K +$978 +26 +0.3%
SI
73
Stephens Inc
Arkansas
$298K
Marshall Wace
74
Marshall Wace
United Kingdom
$282K +$278K +7,382 New
MA
75
Mutual Advisors
Nebraska
$265K +$261K +6,951 New