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Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$650K -$49.9K -1,137 -7%
WI
77
WBI Investments
New Jersey
$608K -$123K -2,810 -17%
CH
78
Canton Hathaway
Rhode Island
$598K
PSF
79
Pacific Sun Financial
California
$597K -$112K -2,545 -16%
Mariner
80
Mariner
Kansas
$525K -$25.6K -584 -5%
RSWM
81
Robertson Stephens Wealth Management
California
$521K -$9.44K -215 -2%
BAM
82
Belpointe Asset Management
Nevada
$517K -$2.15K -49 -0.4%
Prudential Financial
83
Prudential Financial
New Jersey
$479K -$115K -2,627 -20%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$453K -$527K -11,994 -54%
OPS
85
Orion Portfolio Solutions
Nebraska
$386K +$378K +8,609 New
RBFC
86
Roman Butler Fullerton & Co
Missouri
$378K -$59.4K -1,353 -14%
SW
87
SVB Wealth
Massachusetts
$353K -$1.27K -29 -0.4%
SHIM
88
Stone House Investment Management
Pennsylvania
$349K +$94.3K +2,147 +38%
WIA
89
World Investment Advisors
California
$349K +$14.4K +328 +4%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$291K +$14.8K +337 +5%
CF
91
Clarity Financial
Texas
$284K -$449K -10,216 -62%
Creative Planning
92
Creative Planning
Kansas
$281K +$46.1K +1,049 +20%
AIA
93
Avalon Investment & Advisory
Texas
$278K +$273K +6,210 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$275K -$168K -3,814 -38%
TCM
95
Traynor Capital Management
Pennsylvania
$266K +$261K +5,946 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$236K +$231K +5,257 New
DFG
97
Demars Financial Group
Washington
$231K +$226K +5,157 New
FCA
98
FLC Capital Advisors
California
$224K
PAS
99
Park Avenue Securities
New York
$222K +$218K +4,953 New
PCH
100
PGIM Custom Harvest
New Jersey
$211K +$207K +4,705 New