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Fidelity MSCI Consumer Staples Index ETF

206 hedge funds and large institutions have $566M invested in Fidelity MSCI Consumer Staples Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

8% more capital invested

Capital invested by funds: $524M → $566M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.01% less ownership

Funds ownership: 39.91%39.9% (-0.01%)

7% less call options, than puts

Call options by funds: $225K | Put options by funds: $241K

3% less funds holding

Funds holding: 212206 (-6)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
78
Reduced
58
Closed
25
Calls
$225K
Puts
$241K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Buska Wealth Management
Wisconsin
$429K -$327K -6,131 -43%
TA
102
TrueWealth Advisors
Alabama
$420K
Corient Private Wealth
103
Corient Private Wealth
Florida
$405K -$413K -7,736 -50%
NS
104
NBC Securities
Alabama
$403K +$5.02K +94 +1%
CIA
105
Concurrent Investment Advisors
Florida
$393K +$16K +300 +4%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$389K +$83.3K +1,560 +27%
SL
107
Sentinus LLC
Illinois
$388K -$5.28K -99 -1%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$386K +$17.2K +323 +5%
CI
109
CX Institutional
Indiana
$369K -$123K -2,297 -25%
RA
110
RFG Advisory
Alabama
$369K -$48.9K -917 -12%
CP
111
Castleview Partners
Texas
$355K +$2.99K +56 +0.8%
HI
112
Harbour Investments
Wisconsin
$334K +$227K +4,245 +199%
GWM
113
GSB Wealth Management
Connecticut
$331K +$53 +1 +0%
FFA
114
Farther Finance Advisors
California
$319K +$38.9K +728 +13%
CAG
115
Csenge Advisory Group
Florida
$318K +$40.6K +760 +14%
LWM
116
LongView Wealth Management
Georgia
$316K -$5.5K -103 -2%
EWA
117
Exencial Wealth Advisors
Oklahoma
$315K +$47.2K +885 +17%
BCI
118
Brinker Capital Investments
Pennsylvania
$310K -$356K -6,680 -53%
QCM
119
Quantinno Capital Management
New York
$305K +$62K +1,162 +25%
AI
120
Atria Investments
North Carolina
$301K +$6.99K +131 +2%
CTWM
121
Cherry Tree Wealth Management
Minnesota
$289K
RPGK
122
Retirement Planning Group (Kansas)
Kansas
$279K +$694 +13 +0.2%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$275K +5,144 New
FCA
124
FLC Capital Advisors
California
$262K
PFA
125
Pathway Financial Advisers
Indiana
$258K -$3.9K -73 -1%