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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
51
Independent Order of Foresters
Ontario, Canada
$1.32M
Macquarie Group
52
Macquarie Group
Australia
$1.32M
FFWA
53
FRG Family Wealth Advisors
Washington
$1.29M
KPWS
54
Kestra Private Wealth Services
Texas
$1.23M -$19.8K -400 -2%
WI
55
WBI Investments
New Jersey
$1.11M -$85.7K -1,730 -7%
ECM
56
Exchange Capital Management
Michigan
$1.1M -$12.7K -256 -1%
AWMS
57
Advocacy Wealth Management Services
Georgia
$948K -$133K -2,693 -13%
PAG
58
Private Advisor Group
New Jersey
$934K -$10.8K -218 -1%
Truist Financial
59
Truist Financial
North Carolina
$924K -$33.9K -685 -4%
IWC
60
Integrated Wealth Concepts
Massachusetts
$914K +$3.96K +80 +0.4%
SM
61
Sweeney & Michel
California
$903K +$28.2K +570 +3%
MWM
62
Meridian Wealth Management
Kentucky
$812K +$788K +15,900 New
PCH
63
PGIM Custom Harvest
New Jersey
$765K +$290K +5,847 +64%
SPIA
64
Steward Partners Investment Advisory
New York
$763K -$48.7K -983 -6%
MML Investors Services
65
MML Investors Services
Massachusetts
$749K +$147K +2,968 +25%
FTS
66
Fifth Third Securities
Ohio
$746K -$191K -3,854 -21%
Comerica Bank
67
Comerica Bank
Texas
$733K +$39.9K +806 +6%
DWM
68
Dakota Wealth Management
Florida
$719K -$78.8K -1,590 -10%
VWM
69
VCI Wealth Management
Missouri
$711K -$913K -18,432 -57%
CFP
70
Curran Financial Partners
South Carolina
$709K -$694 -14 -0.1%
HighTower Advisors
71
HighTower Advisors
Illinois
$689K -$46K -929 -6%
PSF
72
Pacific Sun Financial
California
$670K -$12.9K -260 -2%
RA
73
RFG Advisory
Alabama
$641K +$10.6K +214 +2%
SFPG
74
Stonebridge Financial Planning Group
Florida
$612K -$76.2K -1,538 -11%
BCM
75
Brookstone Capital Management
Illinois
$607K -$11.9K -240 -2%