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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$1.42M -$14.3K -282 -1%
BWM
52
Buska Wealth Management
Wisconsin
$1.36M -$302K -5,957 -18%
AB
53
Atlas Brown
Kentucky
$1.35M +$9.02K +178 +0.7%
HCA
54
Heck Capital Advisors
Wisconsin
$1.35M -$5.52K -109 -0.4%
LA
55
Lynch & Associates
Indiana
$1.32M -$2.53K -50 -0.2%
FFWA
56
FRG Family Wealth Advisors
Washington
$1.25M
KPWM
57
KDK Private Wealth Management
Texas
$1.21M +$1.24M +24,439 New
KPWS
58
Kestra Private Wealth Services
Texas
$1.19M +$5.07K +100 +0.4%
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.16M -$231K -4,563 -16%
ECM
60
Exchange Capital Management
Michigan
$1.06M -$11.1K -220 -1%
VWM
61
VCI Wealth Management
Missouri
$1.03M +$354K +6,990 +50%
WI
62
WBI Investments
New Jersey
$1.03M -$45.1K -891 -4%
IAA
63
Independent Advisor Alliance
North Carolina
$966K +$594K +11,726 +150%
Truist Financial
64
Truist Financial
North Carolina
$896K +$962 +19 +0.1%
IWC
65
Integrated Wealth Concepts
Massachusetts
$886K +$1.27K +25 +0.1%
PAG
66
Private Advisor Group
New Jersey
$864K -$41.6K -822 -4%
AssetMark Inc
67
AssetMark Inc
California
$834K +$836K +16,501 +4,424%
PWM
68
Partners Wealth Management
California
$783K +$802K +15,835 New
PCH
69
PGIM Custom Harvest
New Jersey
$781K +$41.8K +826 +6%
HighTower Advisors
70
HighTower Advisors
Illinois
$736K +$69.2K +1,366 +10%
MA
71
Maxele Advisors
Missouri
$735K +$754K +14,879 New
MML Investors Services
72
MML Investors Services
Massachusetts
$720K -$5.12K -101 -0.7%
SPIA
73
Steward Partners Investment Advisory
New York
$717K -$21.5K -424 -3%
Comerica Bank
74
Comerica Bank
Texas
$713K +$3.29K +65 +0.5%
NWM
75
Nova Wealth Management
Florida
$689K +$706K +13,934 New