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Fidelity MSCI Consumer Staples Index ETF

127 hedge funds and large institutions have $264M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

1.4% less ownership

Funds ownership: 34.67%33.27% (-1.4%)

5% less capital invested

Capital invested by funds: $279M → $264M (-$14.7M)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
51
Canton Hathaway
Rhode Island
$673K
HCA
52
Heck Capital Advisors
Wisconsin
$614K +$44K +1,019 +7%
KWM
53
Kingsview Wealth Management
Oregon
$608K +$24.4K +564 +4%
PSF
54
Pacific Sun Financial
California
$599K +$619K +14,320 New
Mariner
55
Mariner
Kansas
$564K +$75.3K +1,742 +15%
RSWM
56
Robertson Stephens Wealth Management
California
$558K -$23.6K -546 -4%
BAM
57
Belpointe Asset Management
Nevada
$547K +$183K +4,227 +48%
BWM
58
Birchcreek Wealth Management
Ohio
$526K +$48.8K +1,130 +10%
RBFC
59
Roman Butler Fullerton & Co
Missouri
$508K +$1.04K +24 +0.2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$505K +$98.5K +2,280 +23%
SW
61
SVB Wealth
Massachusetts
$467K
PCH
62
PGIM Custom Harvest
New Jersey
$457K
MA
63
Mutual Advisors
Nebraska
$451K +$5.01K +116 +1%
HighTower Advisors
64
HighTower Advisors
Illinois
$441K +$46.1K +1,066 +11%
GC
65
Gilbert & Cook
Iowa
$419K -$5.18K -120 -1%
FA
66
FMA Advisory
Pennsylvania
$401K -$17.5K -405 -4%
AIC
67
Ameritas Investment Company
Nebraska
$368K +$82.9K +1,918 +28%
SS
68
Sunbelt Securities
Texas
$344K
RJFSA
69
Raymond James Financial Services Advisors
Florida
$336K -$243K -5,619 -41%
EWM
70
EPG Wealth Management
Georgia
$334K -$30K -694 -8%
SI
71
Stephens Inc
Arkansas
$330K
LWM
72
Loveless Wealth Management
Montana
$321K +$331K +7,660 New
LA
73
Latitude Advisors
Florida
$313K +$323K +7,471 New
PG
74
Prostatis Group
Maryland
$308K -$35.9K -831 -10%
WIA
75
World Investment Advisors
California
$308K +$9.94K +230 +3%