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Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$449K -$151K -3,435 -26%
GC
77
Gilbert & Cook
Iowa
$422K -$42.2K -960 -10%
EWM
78
EPG Wealth Management
Georgia
$370K -$2.11K -48 -0.6%
SI
79
Stephens Inc
Arkansas
$340K -$25.9K -588 -7%
WIA
80
World Investment Advisors
California
$339K +$3.52K +80 +1%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$332K -$40K -909 -11%
PG
82
Prostatis Group
Maryland
$304K -$37.4K -850 -12%
IC
83
Inscription Capital
Texas
$290K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$284K +$7.26K +165 +3%
CA
85
Cetera Advisors
Colorado
$273K -$1.14K -26 -0.4%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$272K -$1.55M -35,241 -86%
CFGS
87
Concourse Financial Group Securities
Alabama
$270K +$197K +4,467 +337%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$267K -$20.2K -458 -7%
LA
89
Latitude Advisors
Florida
$252K -$91.3K -2,075 -28%
Northern Trust
90
Northern Trust
Illinois
$236K +$222K +5,051 New
FCA
91
FLC Capital Advisors
California
$233K
ACM
92
Absolute Capital Management
Pennsylvania
$222K +$210K +4,766 New
MP
93
McDonald Partners
Ohio
$222K +$210K +4,766 New
TSWM
94
Tyler-Stone Wealth Management
Ohio
$216K +$204K +4,638 New
MFM
95
Mirsky Financial Management
New York
$212K +$199K +4,533 New
CWM
96
Comprehensive Wealth Management
Washington
$207K +$195K +4,428 New
CFD
97
Creative Financial Designs
Indiana
$184K
EIP
98
Ellis Investment Partners
Pennsylvania
$170K +$142K +3,218 +726%
HI
99
Harbour Investments
Wisconsin
$160K -$60.2K -1,369 -29%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$158K -$264 -6 -0.2%