We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

144 hedge funds and large institutions have $362M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $377M → $362M (-$15.2M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 36.88%35.25% (-1.6%)

2% less funds holding

Funds holding: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
48
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
76
WBI Investments
New Jersey
$606K +$639K +14,168 New
TRCT
77
Tower Research Capital (TRC)
New York
$590K +$334K +7,400 +119%
BAM
78
Belpointe Asset Management
Nevada
$586K +$179K +3,968 +41%
AAS
79
Ameritas Advisory Services
Nebraska
$583K +$60.3K +1,337 +11%
FIM
80
Freedom Investment Management
Connecticut
$582K +$606K +13,439 New
RSWM
81
Robertson Stephens Wealth Management
California
$577K
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$568K +$592K +13,127 New
MA
83
Maxele Advisors
Missouri
$565K +$10.7K +237 +2%
Mariner
84
Mariner
Kansas
$539K -$152K -3,373 -21%
SFPG
85
Stonebridge Financial Planning Group
Florida
$529K +$552K +12,229 New
HGERS
86
Householder Group Estate & Retirement Specialist
Arizona
$515K +$537K +11,895 New
LA
87
Lifeworks Advisors
Michigan
$509K +$531K +11,762 New
Prudential Financial
88
Prudential Financial
New Jersey
$494K -$74.5K -1,652 -13%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$425K -$368K -8,155 -45%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$424K +$677 +15 +0.2%
SS
91
Sunbelt Securities
Texas
$415K -$155K -3,434 -26%
SW
92
SVB Wealth
Massachusetts
$363K -$39.2K -870 -9%
SHIM
93
Stone House Investment Management
Pennsylvania
$349K +$112K +2,477 +44%
WIA
94
World Investment Advisors
California
$337K +$45 +1 +0%
EWM
95
EPG Wealth Management
Georgia
$326K -$9.47K -210 -3%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$322K +$2.03K +45 +0.6%
IC
97
Inscription Capital
Texas
$269K +$280K +6,210 New
BFA
98
Beaumont Financial Advisors
Massachusetts
$247K -$3.26M -72,210 -93%
PG
99
Prostatis Group
Maryland
$235K -$20.7K -459 -8%
Creative Planning
100
Creative Planning
Kansas
$231K +$41.5K +919 +21%