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Fidelity MSCI Consumer Staples Index ETF

95 hedge funds and large institutions have $203M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

2% more funds holding

Funds holding: 9395 (+2)

11.19% less ownership

Funds ownership: 46.37%35.18% (-11%)

30% less capital invested

Capital invested by funds: $290M → $203M (-$86.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
32
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$58K +$57K +1,550 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$56K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$54K -$28.7K -779 -35%
MWM
79
Maltin Wealth Management
New Jersey
$52K +$51.1K +1,389 New
IA
80
IFP Advisors
Florida
$49K -$1.03K -28 -2%
RCA
81
Ranch Capital Advisors
Florida
$23K +$22.1K +600 New
JPLA
82
Joseph P. Lucia & Associates
New York
$19K
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$19K
EIP
84
Ellis Investment Partners
Pennsylvania
$15K +$110 +3 +0.7%
SFS
85
Sowell Financial Services
Arkansas
$13K -$32K -871 -71%
CAC
86
Certified Advisory Corp
Florida
$13K +$1.03K +28 +8%
AIC
87
Archer Investment Corporation
Indiana
$11K
VFA
88
Valeo Financial Advisors
Indiana
$10K +$9.57K +260 New
SWM
89
Sugarloaf Wealth Management
Georgia
$8K +$7.5K +204 New
EW
90
Element Wealth
Mississippi
$6K +$5.67K +154 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$5K
GWMIA
92
Global Wealth Management Investment Advisory
Florida
$3K
AIL
93
AGF Investments LLC
Ontario, Canada
$1K
BWM
94
BerganKDV Wealth Management
Minnesota
$1K
Jane Street
95
Jane Street
New York
-$4.7M -128,435 Closed
PCS
96
Personal CFO Solutions
New Jersey
-$3.96M -108,245 Closed
BCI
97
Brinker Capital Investments
Pennsylvania
-$3.41M -93,130 Closed
CWG
98
Cornerstone Wealth Group
North Carolina
-$1.95M -53,149 Closed
VF
99
Virtu Financial
New York
-$524K -14,325 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
-$478K -13,067 Closed