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Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bray Capital Advisors
Florida
$1.03M
CW
52
Connectus Wealth
Ohio
$1.01M -$323K -7,323 -23%
NA
53
NewEdge Advisors
Louisiana
$1M +$10.5K +239 +1%
SCA
54
Snowden Capital Advisors
New York
$998K +$137K +3,115 +14%
KPWS
55
Kestra Private Wealth Services
Texas
$971K +$20K +455 +2%
SSWM
56
Smith Salley Wealth Management
North Carolina
$946K +$28.9K +656 +3%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$903K +$312K +7,072 +46%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$887K -$10.5K -239 -1%
CFP
59
Curran Financial Partners
South Carolina
$868K -$676K -15,331 -41%
LA
60
Lynch & Associates
Indiana
$820K +$51.5K +1,168 +6%
BWM
61
Birchcreek Wealth Management
Ohio
$818K -$192K -4,348 -18%
IWC
62
Integrated Wealth Concepts
Massachusetts
$795K +$38.6K +876 +5%
KeyBank National Association
63
KeyBank National Association
Ohio
$791K +$868K +19,699 New
BCM
64
Brookstone Capital Management
Illinois
$695K -$196K -4,443 -21%
RA
65
RFG Advisory
Alabama
$691K +$51.4K +1,167 +8%
HighTower Advisors
66
HighTower Advisors
Illinois
$676K -$1.71M -38,915 -70%
KWM
67
Kingsview Wealth Management
Oregon
$675K +$2.16K +49 +0.3%
DWM
68
Dakota Wealth Management
Florida
$672K +$737K +16,727 New
CF
69
Clarity Financial
Texas
$665K -$176K -3,986 -19%
WI
70
WBI Investments
New Jersey
$650K +$97.4K +2,210 +16%
PSF
71
Pacific Sun Financial
California
$637K +$14.5K +330 +2%
SFPG
72
Stonebridge Financial Planning Group
Florida
$622K +$144K +3,269 +27%
BCM
73
Beck Capital Management
Texas
$621K -$32K -726 -4%
FFWA
74
FRG Family Wealth Advisors
Washington
$601K
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$583K +$51.6K +1,170 +9%