We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less capital invested

Capital invested by funds: $416M → $414M (-$1.69M)

1% less funds holding

Funds holding: 164163 (-1)

1.86% less ownership

Funds ownership: 39.12%37.26% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
51
Atlas Brown
Kentucky
$1.25M -$11.5K -251 -0.9%
Macquarie Group
52
Macquarie Group
Australia
$1.23M -$108K -2,357 -8%
IOOF
53
Independent Order of Foresters
Ontario, Canada
$1.23M -$108K -2,357 -8%
KPWS
54
Kestra Private Wealth Services
Texas
$1.19M -$37.1K -809 -3%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.19M -$7.7K -168 -0.7%
LA
56
Lynch & Associates
Indiana
$1.16M +$92K +2,006 +9%
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.14M +$3.12K +68 +0.3%
YWM
58
Yoder Wealth Management
California
$1.14M +$89.1K +1,944 +9%
FFWA
59
FRG Family Wealth Advisors
Washington
$1.09M -$50.4K -1,100 -5%
C
60
CEDRUS
Colorado
$1.05M +$72.6K +1,583 +8%
ECM
61
Exchange Capital Management
Michigan
$1.05M -$5.73K -125 -0.6%
FTS
62
Fifth Third Securities
Ohio
$951K -$248K -5,409 -21%
Truist Financial
63
Truist Financial
North Carolina
$919K -$442K -9,640 -33%
RSWM
64
Robertson Stephens Wealth Management
California
$902K -$733 -16 -0.1%
OLVIG
65
Oliver Lagore Vanvalin Investment Group
Michigan
$874K -$503K -10,971 -37%
PAG
66
Private Advisor Group
New Jersey
$864K +$276K +6,027 +50%
IWC
67
Integrated Wealth Concepts
Massachusetts
$850K +$64.2K +1,400 +9%
SFPG
68
Stonebridge Financial Planning Group
Florida
$776K -$49.5K -1,079 -6%
SM
69
Sweeney & Michel
California
$752K +$716K +15,629 New
HighTower Advisors
70
HighTower Advisors
Illinois
$746K -$8.07K -176 -1%
DWM
71
Dakota Wealth Management
Florida
$746K -$32.1K -700 -4%
CFP
72
Curran Financial Partners
South Carolina
$713K -$41.7K -910 -6%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$697K +$5.73K +125 +0.9%
SS
74
Sunbelt Securities
Texas
$669K -$122K -2,665 -16%
PSF
75
Pacific Sun Financial
California
$646K -$4.58K -100 -0.7%