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Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$575K -$188K -4,259 -23%
Prudential Financial
77
Prudential Financial
New Jersey
$543K +$84.9K +1,927 +17%
FIM
78
Freedom Investment Management
Connecticut
$542K +$3.13K +71 +0.5%
AAS
79
Ameritas Advisory Services
Nebraska
$542K +$1.67K +38 +0.3%
CH
80
Canton Hathaway
Rhode Island
$536K -$53.3K -1,210 -8%
MA
81
Maxele Advisors
Missouri
$534K +$10.6K +241 +2%
TRCT
82
Tower Research Capital (TRC)
New York
$515K -$35.4K -803 -6%
Mariner
83
Mariner
Kansas
$494K -$7.36K -167 -1%
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$477K
RSWM
85
Robertson Stephens Wealth Management
California
$475K -$66.3K -1,504 -11%
BAM
86
Belpointe Asset Management
Nevada
$465K -$86.7K -1,967 -15%
SS
87
Sunbelt Securities
Texas
$417K +$35.5K +805 +8%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$400K +$6.08K +138 +1%
RBFC
89
Roman Butler Fullerton & Co
Missouri
$394K +$661 +15 +0.2%
Jane Street
90
Jane Street
New York
$365K -$3.07M -69,629 -88%
SW
91
SVB Wealth
Massachusetts
$318K -$21.3K -484 -6%
WIA
92
World Investment Advisors
California
$299K +$44 +1 +0%
BFA
93
Beaumont Financial Advisors
Massachusetts
$267K +$41.2K +936 +16%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$248K +$164K +3,712 +151%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$247K -$56.7K -1,286 -17%
SHIM
96
Stone House Investment Management
Pennsylvania
$226K -$107K -2,431 -30%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$225K -$1.16M -26,339 -82%
Creative Planning
98
Creative Planning
Kansas
$210K -$4.93K -112 -2%
PAG
99
Private Advisor Group
New Jersey
$208K +$228K +5,182 New
FCA
100
FLC Capital Advisors
California
$201K