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Fidelity MSCI Consumer Staples Index ETF

93 hedge funds and large institutions have $290M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7993 (+14)

13% more capital invested

Capital invested by funds: $257M → $290M (+$33M)

2.4% less ownership

Funds ownership: 48.77%46.37% (-2.4%)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$45K +$43.9K +1,223 New
TRCT
77
Tower Research Capital (TRC)
New York
$32K -$87.6K -2,439 -74%
JPLA
78
Joseph P. Lucia & Associates
New York
$19K -$7.18K -200 -28%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$19K
SIM
80
Sonora Investment Management
Arizona
$16K +$15.5K +431 New
EIP
81
Ellis Investment Partners
Pennsylvania
$15K -$7.22K -201 -32%
CAC
82
Certified Advisory Corp
Florida
$12K
DAM
83
Delta Asset Management
Tennessee
$12K
FAAS
84
First Allied Advisory Services
California
$12K +$11.5K +320 New
AIC
85
Archer Investment Corporation
Indiana
$10K
PCG
86
Private Capital Group
Connecticut
$5K +$1.08K +30 +30%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$4K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$4K +$3.59K +100 New
AWM
89
Avior Wealth Management
Nebraska
$4K +$4.53K +126 New
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$3K
APSP
91
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$1.87K +52 New
AIL
92
AGF Investments LLC
Ontario, Canada
$1K
BWM
93
BerganKDV Wealth Management
Minnesota
$1K +$36 +1 +6%
FI
94
FormulaFolio Investments
Michigan
-$14.6M -419,102 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$1.06M -30,372 Closed
FTS
96
Fifth Third Securities
Ohio
-$538K -15,478 Closed
GC
97
Grace Capital
Massachusetts
-$129K -3,717 Closed
RCAG
98
Rehmann Capital Advisory Group
Michigan
-$59K -1,696 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
-$36.8K -1,025 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
-$4K -116 Closed