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Fidelity MSCI Consumer Staples Index ETF

161 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

8% more funds holding

Funds holding: 149161 (+12)

1.12% more ownership

Funds ownership: 37.56%38.68% (+1.1%)

0% more capital invested

Capital invested by funds: $418M → $418M (+$344K)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
53
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
51
Atlas Brown
Kentucky
$1.43M -$29K -654 -2%
IOOF
52
Independent Order of Foresters
Ontario, Canada
$1.28M
Macquarie Group
53
Macquarie Group
Australia
$1.27M
KPWS
54
Kestra Private Wealth Services
Texas
$1.18M +$47.2K +1,066 +4%
Wells Fargo
55
Wells Fargo
California
$1.18M -$256K -5,787 -18%
FFWA
56
FRG Family Wealth Advisors
Washington
$1.17M -$9.08K -205 -0.8%
SFPG
57
Stonebridge Financial Planning Group
Florida
$1.14M +$120K +2,707 +12%
ECM
58
Exchange Capital Management
Michigan
$1.12M -$29K -655 -3%
SSWM
59
Smith Salley Wealth Management
North Carolina
$993K -$48.4K -1,093 -5%
SCA
60
Snowden Capital Advisors
New York
$961K +$26.3K +593 +3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$952K +$4.52K +102 +0.5%
CI
62
CX Institutional
Indiana
$933K +$912K +20,591 New
AWA
63
Arkadios Wealth Advisors
Georgia
$908K +$11K +249 +1%
SS
64
Sunbelt Securities
Texas
$902K -$56.8K -1,282 -6%
Prudential Financial
65
Prudential Financial
New Jersey
$876K +$411K +9,289 +87%
LA
66
Lynch & Associates
Indiana
$869K -$56.3K -1,272 -6%
BCA
67
Bray Capital Advisors
Florida
$844K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$826K +$139K +3,136 +21%
GCP
69
GSA Capital Partners
United Kingdom
$795K +$780K +17,613 New
CFP
70
Curran Financial Partners
South Carolina
$795K -$39.8K -900 -5%
YWM
71
Yoder Wealth Management
California
$777K +$762K +17,209 New
NA
72
NewEdge Advisors
Louisiana
$758K -$1.42M -32,003 Closed
DWM
73
Dakota Wealth Management
Florida
$755K
BWM
74
Birchcreek Wealth Management
Ohio
$753K -$159K -3,599 -18%
KeyBank National Association
75
KeyBank National Association
Ohio
$742K -$218K -4,924 -23%