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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$597K +$56.1K +1,133 +11%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$558K -$4.51K -91 -0.8%
SS
78
Sunbelt Securities
Texas
$522K +$1.54K +31 +0.3%
Fisher Asset Management
79
Fisher Asset Management
Washington
$510K +$3.62K +73 +0.7%
BCA
80
Bray Capital Advisors
Florida
$498K
PWA
81
Prairie Wealth Advisors
Nebraska
$480K +$1.54K +31 +0.3%
WIA
82
World Investment Advisors
California
$477K +$793 +16 +0.2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$476K +$26.8K +542 +6%
TA
84
TrueWealth Advisors
Alabama
$463K -$2.13K -43 -0.5%
AWE
85
Avidian Wealth Enterprises
Texas
$447K
RBFC
86
Roman Butler Fullerton & Co
Missouri
$429K
SIA
87
Soltis Investment Advisors
Utah
$425K +$23.5K +474 +6%
NS
88
NBC Securities
Alabama
$423K +$59.1K +1,194 +17%
ASN
89
Advisory Services Network
Georgia
$415K
AAS
90
Ameritas Advisory Services
Nebraska
$412K -$75.7K -1,529 -16%
SCA
91
Southern Capital Advisors
Tennessee
$411K -$2.97K -60 -0.7%
IAA
92
Independent Advisor Alliance
North Carolina
$399K -$19.4K -392 -5%
KeyBank National Association
93
KeyBank National Association
Ohio
$399K -$72.4K -1,461 -16%
GM
94
GeoWealth Management
Illinois
$384K +$372K +7,519 New
Corient Private Wealth
95
Corient Private Wealth
Florida
$371K +$4.95K +100 +1%
GWM
96
GSB Wealth Management
Connecticut
$364K -$17K -344 -5%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$359K -$2.08K -42 -0.6%
KWM
98
Kingsview Wealth Management
Oregon
$350K -$45.6K -921 -12%
CWM
99
Congress Wealth Management
Massachusetts
$345K +$335K +6,755 New
SF
100
Summit Financial
New Jersey
$330K +$320K +6,469 New