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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
51
Independent Order of Foresters
Ontario, Canada
$1.2M
LA
52
Lifeworks Advisors
Michigan
$1.18M -$79.7K -1,770 -6%
AB
53
Atlas Brown
Kentucky
$1.13M +$10.7K +238 +0.9%
KPWS
54
Kestra Private Wealth Services
Texas
$1.12M +$9K +200 +0.8%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.1M +$182K +4,049 +19%
FFWA
56
FRG Family Wealth Advisors
Washington
$1.09M -$47K -1,045 -4%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.07M -$3.19K -71 -0.3%
Wells Fargo
58
Wells Fargo
California
$1.03M +$93.7K +2,081 +9%
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.02M +$6.48K +144 +0.6%
SFPG
60
Stonebridge Financial Planning Group
Florida
$1.02M -$210K -4,677 -16%
SCA
61
Snowden Capital Advisors
New York
$1M -$12.5K -277 -1%
SFS
62
Sowell Financial Services
Arkansas
$983K +$352K +7,826 +51%
ECM
63
Exchange Capital Management
Michigan
$980K -$19.6K -435 -2%
CAN
64
Cetera Advisor Networks
California
$975K -$304K -6,764 -23%
MML Investors Services
65
MML Investors Services
Massachusetts
$959K -$1.67M -37,117 -62%
BCI
66
Brinker Capital Investments
Pennsylvania
$958K -$2.99M -66,476 -75%
OPS
67
Orion Portfolio Solutions
Nebraska
$958K -$2.99M -66,476 -75%
MA
68
Mutual Advisors
Nebraska
$956K +$251K +5,586 +33%
LA
69
Lynch & Associates
Indiana
$893K +$29.3K +650 +3%
IWC
70
Integrated Wealth Concepts
Massachusetts
$885K -$32K -710 -3%
YWM
71
Yoder Wealth Management
California
$862K +$40.6K +901 +5%
BCM
72
Beck Capital Management
Texas
$770K -$27.3K -607 -3%
CFP
73
Curran Financial Partners
South Carolina
$733K -$5.45K -121 -0.7%
TA
74
TrueWealth Advisors
Alabama
$717K -$204K -4,538 -21%
C
75
CEDRUS
Colorado
$715K +$406K +9,020 +116%