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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Curran Financial Partners
South Carolina
$678K -$8.91K -176 -1%
MWM
77
Meridian Wealth Management
Kentucky
$653K -$136K -2,689 -17%
DWM
78
Dakota Wealth Management
Florida
$645K -$52.2K -1,030 -7%
ANBT
79
American National Bank & Trust
Texas
$633K +$494K +9,762 +320%
AAS
80
Ameritas Advisory Services
Nebraska
$624K +$230K +4,546 +56%
BCM
81
Brookstone Capital Management
Illinois
$586K -$2.08K -41 -0.3%
FTS
82
Fifth Third Securities
Ohio
$581K -$144K -2,848 -19%
RA
83
RFG Advisory
Alabama
$580K -$41.6K -821 -7%
Fisher Asset Management
84
Fisher Asset Management
Washington
$578K +$86.4K +1,706 +17%
PSF
85
Pacific Sun Financial
California
$568K -$82.6K -1,630 -12%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$520K -$21.2K -418 -4%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$514K +$449K +8,875 +580%
SS
88
Sunbelt Securities
Texas
$505K +$1.57K +31 +0.3%
Mariner
89
Mariner
Kansas
$496K -$83.8K -1,655 -14%
PWA
90
Prairie Wealth Advisors
Nebraska
$468K +$4.1K +81 +0.9%
WIA
91
World Investment Advisors
California
$463K +$760 +15 +0.2%
SFPG
92
Stonebridge Financial Planning Group
Florida
$450K -$146K -2,880 -24%
TA
93
TrueWealth Advisors
Alabama
$449K
GM
94
GeoWealth Management
Illinois
$433K +$63K +1,244 +17%
RBFC
95
Roman Butler Fullerton & Co
Missouri
$427K
AWE
96
Avidian Wealth Enterprises
Texas
$423K -$9.93K -196 -2%
SCA
97
Southern Capital Advisors
Tennessee
$400K +$2.28K +45 +0.6%
SIA
98
Soltis Investment Advisors
Utah
$399K -$12.5K -247 -3%
Creative Planning
99
Creative Planning
Kansas
$399K +$88.2K +1,742 +28%
ASN
100
Advisory Services Network
Georgia
$386K -$47.6K -939 -11%