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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$1.15M -$21.4K -500 -2%
FTS
52
Fifth Third Securities
Ohio
$1.14M -$477K -11,151 -31%
AWA
53
Arkadios Wealth Advisors
Georgia
$1.12M -$30.2K -705 -3%
FFWA
54
FRG Family Wealth Advisors
Washington
$1.08M -$53.9K -1,260 -5%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.07M -$3.51K -82 -0.3%
SCA
56
Snowden Capital Advisors
New York
$1.02M -$32.6K -761 -3%
LA
57
Lynch & Associates
Indiana
$998K +$59.5K +1,389 +7%
ECM
58
Exchange Capital Management
Michigan
$992K -$34.2K -798 -3%
SPC
59
Sigma Planning Corp
Michigan
$982K -$913K -21,333 -49%
YWM
60
Yoder Wealth Management
California
$979K +$72K +1,681 +8%
C
61
CEDRUS
Colorado
$916K +$160K +3,731 +22%
GCP
62
GSA Capital Partners
United Kingdom
$860K +$130K +3,039 +19%
RSWM
63
Robertson Stephens Wealth Management
California
$849K +$249K +5,811 +44%
MML Investors Services
64
MML Investors Services
Massachusetts
$819K -$178K -4,167 -19%
SFPG
65
Stonebridge Financial Planning Group
Florida
$776K -$282K -6,584 -27%
SS
66
Sunbelt Securities
Texas
$747K +$23K +538 +3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$735K -$185K -4,318 -21%
DWM
68
Dakota Wealth Management
Florida
$732K -$10.1K -235 -1%
CFP
69
Curran Financial Partners
South Carolina
$704K -$55.7K -1,302 -8%
HighTower Advisors
70
HighTower Advisors
Illinois
$701K +$16K +374 +2%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$648K +$35.4K +827 +6%
PSF
72
Pacific Sun Financial
California
$610K -$11.6K -270 -2%
NL
73
NWAM LLC
Washington
$610K -$2.06K -48 -0.3%
KeyBank National Association
74
KeyBank National Association
Ohio
$601K
AAS
75
Ameritas Advisory Services
Nebraska
$596K -$71.3K -1,666 -11%