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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$1.35M -$23.3M -510,700 -95%
LA
52
Lifeworks Advisors
Michigan
$1.34M -$234K -5,132 -15%
SFPG
53
Stonebridge Financial Planning Group
Florida
$1.3M +$151K +3,322 +13%
Macquarie Group
54
Macquarie Group
Australia
$1.28M
IOOF
55
Independent Order of Foresters
Ontario, Canada
$1.28M
AWM
56
Axxcess Wealth Management
California
$1.23M +$1.24M +27,185 New
FFWA
57
FRG Family Wealth Advisors
Washington
$1.21M +$30.1K +660 +3%
AB
58
Atlas Brown
Kentucky
$1.19M -$246K -5,410 -17%
Citadel Advisors
59
Citadel Advisors
Florida
$1.19M +$851K +18,684 +249%
KPWS
60
Kestra Private Wealth Services
Texas
$1.19M -$1.41K -31 -0.1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.15M +$319K +7,003 +38%
SCA
62
Snowden Capital Advisors
New York
$1.08M +$117K +2,574 +12%
SSWM
63
Smith Salley Wealth Management
North Carolina
$1.08M +$84.2K +1,849 +8%
ECM
64
Exchange Capital Management
Michigan
$1.07M -$65.3K -1,433 -6%
Wells Fargo
65
Wells Fargo
California
$1.01M -$179K -3,931 -15%
AWA
66
Arkadios Wealth Advisors
Georgia
$991K +$78.1K +1,714 +9%
IWC
67
Integrated Wealth Concepts
Massachusetts
$976K +$18.9K +416 +2%
TA
68
TrueWealth Advisors
Alabama
$971K -$2.03M -44,497 -68%
BCM
69
Brookstone Capital Management
Illinois
$964K +$269K +5,899 +38%
LA
70
Lynch & Associates
Indiana
$923K +$49.3K +1,082 +6%
YWM
71
Yoder Wealth Management
California
$879K +$97.2K +2,135 +12%
BCM
72
Beck Capital Management
Texas
$849K +$164K +3,611 +24%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$847K -$958K -21,043 -53%
CFP
74
Curran Financial Partners
South Carolina
$787K -$12.3K -270 -2%
SS
75
Sunbelt Securities
Texas
$768K -$148K -3,245 -16%