We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$707K -$6.98K -155 -0.9%
GCP
77
GSA Capital Partners
United Kingdom
$691K +$108K +2,394 +17%
SS
78
Sunbelt Securities
Texas
$689K -$31.8K -707 -4%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$689K +$63K +1,400 +10%
BCM
80
Brookstone Capital Management
Illinois
$683K -$227K -5,050 -24%
HighTower Advisors
81
HighTower Advisors
Illinois
$659K -$14.3K -317 -2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$658K +$272K +6,048 +64%
SM
83
Sweeney & Michel
California
$657K +$115K +2,554 +20%
Two Sigma Investments
84
Two Sigma Investments
New York
$656K +$693K +15,400 New
CI
85
CX Institutional
Indiana
$639K +$220K +4,897 +48%
AAS
86
Ameritas Advisory Services
Nebraska
$626K +$271K +6,027 +68%
RA
87
RFG Advisory
Alabama
$594K -$23K -512 -4%
PSF
88
Pacific Sun Financial
California
$594K +$9.45K +210 +2%
NL
89
NWAM LLC
Washington
$584K +$178K +3,958 +41%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$583K +$616K +13,690 New
KeyBank National Association
91
KeyBank National Association
Ohio
$573K -$70.7K -1,571 -10%
RSWM
92
Robertson Stephens Wealth Management
California
$561K
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$498K +$526K +11,689 New
PAG
94
Private Advisor Group
New Jersey
$454K +$24.6K +546 +5%
Mariner
95
Mariner
Kansas
$452K +$8.42K +187 +2%
BCA
96
Bray Capital Advisors
Florida
$415K
NS
97
NBC Securities
Alabama
$407K +$431K +9,570 New
MWM
98
Meridian Wealth Management
Kentucky
$405K +$215K +4,782 +101%
Fisher Asset Management
99
Fisher Asset Management
Washington
$393K +$103K +2,290 +33%
PAS
100
Park Avenue Securities
New York
$363K -$262K -5,827 -41%