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Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$874K +$708K +16,082 +610%
SSWM
52
Smith Salley Wealth Management
North Carolina
$868K +$54.1K +1,229 +7%
Prudential Financial
53
Prudential Financial
New Jersey
$810K +$508K +11,535 +187%
SCA
54
Snowden Capital Advisors
New York
$804K +$29.4K +669 +4%
HighTower Advisors
55
HighTower Advisors
Illinois
$796K +$293K +6,669 +63%
BCM
56
Beck Capital Management
Texas
$779K -$32.4K -736 -4%
CH
57
Canton Hathaway
Rhode Island
$750K
KWM
58
Kingsview Wealth Management
Oregon
$750K +$67.4K +1,531 +11%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$734K +$161K +3,658 +30%
Mariner
60
Mariner
Kansas
$717K +$82.6K +1,877 +14%
FFWA
61
FRG Family Wealth Advisors
Washington
$699K +$659K +14,975 New
PSF
62
Pacific Sun Financial
California
$668K
SS
63
Sunbelt Securities
Texas
$667K +$287K +6,522 +82%
MA
64
Maxele Advisors
Missouri
$623K +$588K +13,352 New
RSWM
65
Robertson Stephens Wealth Management
California
$622K -$88 -2 -0%
BWM
66
Birchcreek Wealth Management
Ohio
$597K +$10.3K +235 +2%
LA
67
Lifeworks Advisors
Michigan
$564K +$532K +12,094 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$527K -$1.03M -23,386 -67%
MA
69
Mutual Advisors
Nebraska
$514K +$11.3K +256 +2%
RBFC
70
Roman Butler Fullerton & Co
Missouri
$512K -$39.6K -901 -8%
AAS
71
Ameritas Advisory Services
Nebraska
$502K +$474K +10,764 New
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$486K
SW
73
SVB Wealth
Massachusetts
$479K -$38.9K -885 -8%
Ameriprise
74
Ameriprise
Minnesota
$463K -$1.23M -27,981 -74%
LWM
75
Loveless Wealth Management
Montana
$458K +$94.6K +2,150 +28%