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Fidelity MSCI Consumer Staples Index ETF

144 hedge funds and large institutions have $362M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $377M → $362M (-$15.2M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 36.88%35.25% (-1.6%)

2% less funds holding

Funds holding: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
48
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Exchange Capital Management
Michigan
$1.17M -$18.5K -410 -1%
QAM
52
Q3 Asset Management
Michigan
$1.13M +$1.18M +26,189 New
BCA
53
Bray Capital Advisors
Florida
$1.11M
Wells Fargo
54
Wells Fargo
California
$1.08M +$242K +5,355 +27%
NA
55
NewEdge Advisors
Louisiana
$1.07M +$77.3K +1,714 +7%
BWM
56
Birchcreek Wealth Management
Ohio
$1.07M +$511K +11,331 +85%
KPWS
57
Kestra Private Wealth Services
Texas
$1.03M +$29.3K +650 +3%
SSWM
58
Smith Salley Wealth Management
North Carolina
$991K +$56.5K +1,252 +6%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$967K -$541K -11,990 -35%
SCA
60
Snowden Capital Advisors
New York
$941K +$82.3K +1,824 +9%
BCM
61
Brookstone Capital Management
Illinois
$940K -$691K -15,309 -42%
CF
62
Clarity Financial
Texas
$889K -$27.9K -619 -3%
LA
63
Lynch & Associates
Indiana
$833K +$7.85K +174 +0.9%
IWC
64
Integrated Wealth Concepts
Massachusetts
$819K +$854K +18,922 New
AWA
65
Arkadios Wealth Advisors
Georgia
$804K -$219K -4,855 -21%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$787K -$921K -20,413 -53%
KWM
67
Kingsview Wealth Management
Oregon
$726K +$7.58K +168 +1%
BCM
68
Beck Capital Management
Texas
$701K -$2.89K -64 -0.4%
LWM
69
Loveless Wealth Management
Montana
$699K +$94.5K +2,095 +15%
PSF
70
Pacific Sun Financial
California
$672K +$41.5K +920 +6%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$667K -$202K -4,480 -23%
RA
72
RFG Advisory
Alabama
$653K +$656K +14,542 New
FFWA
73
FRG Family Wealth Advisors
Washington
$648K
AWM
74
Abound Wealth Management
Tennessee
$632K +$658K +14,596 New
CH
75
Canton Hathaway
Rhode Island
$630K