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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$766K +$161K +3,539 +27%
CFGSD
77
Compass Financial Group (South Dakota)
South Dakota
$762K +$487K +10,687 +175%
DWM
78
Dakota Wealth Management
Florida
$761K +$1.82K +40 +0.2%
HighTower Advisors
79
HighTower Advisors
Illinois
$707K +$4.87K +107 +0.7%
SFS
80
Sowell Financial Services
Arkansas
$693K +$695K +15,250 New
KeyBank National Association
81
KeyBank National Association
Ohio
$683K -$64.4K -1,414 -9%
RA
82
RFG Advisory
Alabama
$657K +$29.2K +642 +5%
PAS
83
Park Avenue Securities
New York
$652K +$24.7K +543 +4%
GCP
84
GSA Capital Partners
United Kingdom
$629K -$172K -3,775 -21%
PSF
85
Pacific Sun Financial
California
$620K +$626K +13,738 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$609K +$610K +13,400 New
RSWM
87
Robertson Stephens Wealth Management
California
$598K -$15.3K -336 -2%
SM
88
Sweeney & Michel
California
$593K +$2.28K +50 +0.4%
CH
89
Canton Hathaway
Rhode Island
$588K
BWM
90
Birchcreek Wealth Management
Ohio
$552K -$206K -4,526 -27%
MAM
91
Marotta Asset Management
Virginia
$511K +$512K +11,249 New
Mariner
92
Mariner
Kansas
$474K +$10.5K +231 +2%
PAG
93
Private Advisor Group
New Jersey
$460K +$144K +3,170 +46%
CI
94
CX Institutional
Indiana
$459K -$478K -10,487 -51%
NL
95
NWAM LLC
Washington
$443K +$14.4K +316 +3%
BCA
96
Bray Capital Advisors
Florida
$443K -$407K -8,945 -48%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$426K -$1.04M -22,778 -71%
WIA
98
World Investment Advisors
California
$409K +$15.3K +335 +4%
KWM
99
Kingsview Wealth Management
Oregon
$404K -$180K -3,943 -31%
AAS
100
Ameritas Advisory Services
Nebraska
$396K -$171K -3,745 -30%