We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
51
Independent Order of Foresters
Ontario, Canada
$1.27M
FFWA
52
FRG Family Wealth Advisors
Washington
$1.17M +$491K +11,175 +75%
ECM
53
Exchange Capital Management
Michigan
$1.14M -$30.7K -700 -3%
KPWS
54
Kestra Private Wealth Services
Texas
$1.12M +$40.6K +925 +4%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.03M -$20.2K -460 -2%
SFPG
56
Stonebridge Financial Planning Group
Florida
$1.01M +$313K +7,125 +46%
SS
57
Sunbelt Securities
Texas
$960K +$484K +11,029 +106%
KeyBank National Association
58
KeyBank National Association
Ohio
$958K +$73.3K +1,669 +8%
IWC
59
Integrated Wealth Concepts
Massachusetts
$940K +$51.6K +1,175 +6%
AAS
60
Ameritas Advisory Services
Nebraska
$937K +$326K +7,412 +55%
SCA
61
Snowden Capital Advisors
New York
$927K -$184K -4,182 -17%
LA
62
Lynch & Associates
Indiana
$920K +$4.17K +95 +0.5%
BWM
63
Birchcreek Wealth Management
Ohio
$909K -$3.65K -83 -0.4%
AWA
64
Arkadios Wealth Advisors
Georgia
$890K +$243K +5,543 +39%
BCA
65
Bray Capital Advisors
Florida
$838K -$303K -6,890 -27%
CFP
66
Curran Financial Partners
South Carolina
$829K -$137K -3,128 -14%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$790K -$1.67M -37,975 -68%
DWM
68
Dakota Wealth Management
Florida
$749K -$88 -2 -0%
BCM
69
Brookstone Capital Management
Illinois
$714K -$60.8K -1,385 -8%
HighTower Advisors
70
HighTower Advisors
Illinois
$700K -$56.7K -1,292 -8%
KWM
71
Kingsview Wealth Management
Oregon
$684K -$68.7K -1,565 -9%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$679K -$322K -7,341 -33%
BCM
73
Beck Capital Management
Texas
$678K -$15.4K -350 -2%
PAG
74
Private Advisor Group
New Jersey
$673K +$744K +16,934 +327%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$661K +$648K +14,747 New