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Fidelity MSCI Consumer Staples Index ETF

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less capital invested

Capital invested by funds: $416M → $414M (-$1.69M)

1% less funds holding

Funds holding: 164163 (-1)

1.86% less ownership

Funds ownership: 39.12%37.26% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
76
KeyBank National Association
Ohio
$640K
BCM
77
Brookstone Capital Management
Illinois
$599K -$13.7K -298 -2%
RA
78
RFG Advisory
Alabama
$598K -$33.8K -737 -6%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$571K +$127K +2,779 +30%
Mariner
80
Mariner
Kansas
$541K -$25.1K -548 -5%
MML Investors Services
81
MML Investors Services
Massachusetts
$527K -$334K -7,290 -40%
TA
82
TrueWealth Advisors
Alabama
$493K -$29.6K -646 -6%
Fisher Asset Management
83
Fisher Asset Management
Washington
$485K +$84.9K +1,852 +22%
AAS
84
Ameritas Advisory Services
Nebraska
$466K -$150K -3,268 -25%
BCA
85
Bray Capital Advisors
Florida
$464K
PAS
86
Park Avenue Securities
New York
$450K -$17.6K -383 -4%
PWA
87
Prairie Wealth Advisors
Nebraska
$440K +$424K +9,254 New
NS
88
NBC Securities
Alabama
$438K -$26.6K -580 -6%
WIA
89
World Investment Advisors
California
$435K +$30.8K +671 +8%
AWE
90
Avidian Wealth Enterprises
Texas
$417K +$133K +2,893 +49%
SCA
91
Southern Capital Advisors
Tennessee
$400K -$2.87M -62,598 -88%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$393K +$550 +12 +0.1%
IAA
93
Independent Advisor Alliance
North Carolina
$389K -$1.28K -28 -0.3%
KWM
94
Kingsview Wealth Management
Oregon
$374K +$1.05K +23 +0.3%
SIA
95
Soltis Investment Advisors
Utah
$373K -$23.6K -515 -6%
CA
96
Cetera Advisors
Colorado
$359K +$79K +1,724 +30%
GWM
97
GSB Wealth Management
Connecticut
$356K
PCH
98
PGIM Custom Harvest
New Jersey
$356K +$343K +7,478 New
Corient Private Wealth
99
Corient Private Wealth
Florida
$341K
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$334K +$27.1K +591 +9%