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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$594K -$27.8K -649 -5%
BCM
77
Brookstone Capital Management
Illinois
$575K -$150K -3,493 -21%
PAG
78
Private Advisor Group
New Jersey
$542K +$63.3K +1,479 +14%
Mariner
79
Mariner
Kansas
$532K +$55.2K +1,289 +12%
TA
80
TrueWealth Advisors
Alabama
$491K -$249K -5,822 -35%
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$477K -$42.9K -1,001 -9%
Cerity Partners
82
Cerity Partners
New York
$453K +$435K +10,160 New
PAS
83
Park Avenue Securities
New York
$440K +$57.1K +1,333 +16%
NS
84
NBC Securities
Alabama
$437K +$9.8K +229 +2%
BCA
85
Bray Capital Advisors
Florida
$435K
Jane Street
86
Jane Street
New York
$420K -$1.02M -23,738 -72%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$412K -$266K -6,205 -40%
WIA
88
World Investment Advisors
California
$379K +$43 +1 +0%
RBFC
89
Roman Butler Fullerton & Co
Missouri
$378K +$771 +18 +0.2%
SIA
90
Soltis Investment Advisors
Utah
$373K -$1.58M -36,900 -82%
Fisher Asset Management
91
Fisher Asset Management
Washington
$372K -$37.7K -881 -10%
IAA
92
Independent Advisor Alliance
North Carolina
$366K +$5.14K +120 +1%
KWM
93
Kingsview Wealth Management
Oregon
$350K -$22.3K -522 -6%
HF
94
HRT Financial
New York
$337K +$324K +7,568 New
GWM
95
GSB Wealth Management
Connecticut
$334K +$320K +7,481 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$320K +$2.31K +54 +0.8%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$286K +$275K +6,421 New
CAG
98
Csenge Advisory Group
Florida
$276K -$18.3K -427 -6%
AWE
99
Avidian Wealth Enterprises
Texas
$262K
CA
100
Cetera Advisors
Colorado
$260K +$250K +5,830 New