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Fidelity MSCI Consumer Staples Index ETF

147 hedge funds and large institutions have $377M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $326M → $377M (+$51.6M)

8% more funds holding

Funds holding: 136147 (+11)

1.17% more ownership

Funds ownership: 35.7%36.88% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
47
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.07M +$143K +3,152 +16%
NA
52
NewEdge Advisors
Louisiana
$1.06M +$136K +3,001 +15%
KPWS
53
Kestra Private Wealth Services
Texas
$1.06M +$18.7K +411 +2%
SSWM
54
Smith Salley Wealth Management
North Carolina
$993K +$139K +3,058 +16%
CF
55
Clarity Financial
Texas
$971K -$44.3K -975 -4%
SCA
56
Southern Capital Advisors
Tennessee
$921K +$914K +20,085 New
SCA
57
Snowden Capital Advisors
New York
$913K +$122K +2,691 +16%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$913K +$190K +4,175 +27%
Wells Fargo
59
Wells Fargo
California
$900K -$69.3K -1,524 -7%
LG
60
Leuthold Group
Minnesota
$884K +$877K +19,271 New
LA
61
Lynch & Associates
Indiana
$875K +$4.18K +92 +0.5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$824K -$34K -748 -4%
KWM
63
Kingsview Wealth Management
Oregon
$761K +$24.5K +538 +3%
BCM
64
Beck Capital Management
Texas
$746K -$19.6K -432 -3%
Mariner
65
Mariner
Kansas
$726K +$21.6K +476 +3%
FFWA
66
FRG Family Wealth Advisors
Washington
$687K
PSF
67
Pacific Sun Financial
California
$670K +$13.6K +300 +2%
CH
68
Canton Hathaway
Rhode Island
$668K -$68.9K -1,514 -9%
LWM
69
Loveless Wealth Management
Montana
$645K +$194K +4,257 +43%
BWM
70
Birchcreek Wealth Management
Ohio
$614K +$26.8K +590 +5%
RSWM
71
Robertson Stephens Wealth Management
California
$611K
SS
72
Sunbelt Securities
Texas
$599K -$67.8K -1,491 -10%
Prudential Financial
73
Prudential Financial
New Jersey
$598K -$213K -4,672 -26%
MA
74
Maxele Advisors
Missouri
$588K -$24.3K -534 -4%
PAG
75
Private Advisor Group
New Jersey
$563K +$558K +12,273 New