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Fidelity MSCI Consumer Staples Index ETF

117 hedge funds and large institutions have $348M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

59% more capital invested

Capital invested by funds: $219M → $348M (+$130M)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

10.28% more ownership

Funds ownership: 34.17%44.45% (+10%)

9% more funds holding

Funds holding: 107117 (+10)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
27
Increased
40
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$10K +$414 +11 +4%
ME
102
McIlrath & Eck
Washington
$9K
PA
103
Parallel Advisors
California
$8K +$75 +2 +0.9%
EW
104
Element Wealth
Mississippi
$6K +$38 +1 +0.6%
GI
105
Gradient Investments
Minnesota
$5K +$4.51K +120 New
SIM
106
Sonora Investment Management
Arizona
$4K +$3.61K +96 New
SIS
107
Sound Income Strategies
Florida
$4K +$3.65K +97 New
JP Morgan Chase
108
JP Morgan Chase
New York
$4K +$3.72K +99 New
AIC
109
Archer Investment Corporation
Indiana
$2.94K -$3.76K -100 -56%
DI
110
Disciplined Investments
Oklahoma
$2K
GRP
111
Global Retirement Partners
California
$2K +$2.22K +59 New
ADL
112
Asset Dedication LLC
California
$2K +$2.44K +65 New
BWM
113
BerganKDV Wealth Management
Minnesota
$1K -$3.57K -95 -85%
AIL
114
AGF Investments LLC
Ontario, Canada
$1K
CFA
115
Carroll Financial Associates
North Carolina
$1K +$1.43K +38 New
Citadel Advisors
116
Citadel Advisors
Florida
-$7.61M -218,267 Closed
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
-$6.01M -172,407 Closed
ST
118
Spinnaker Trust
Maine
-$2.02M -57,809 Closed
WI
119
WBI Investments
New Jersey
-$563K -16,148 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$217K -6,258 Closed
SS
121
Sunbelt Securities
Texas
-$212K -6,086 Closed
CAN
122
Cetera Advisor Networks
California
-$110K -3,141 Closed
RCA
123
Reitz Capital Advisors
Michigan
-$59K -1,700 Closed
KPW
124
Kore Private Wealth
New York
-$30K -865 Closed
PAG
125
Private Advisor Group
New Jersey
-$27K -782 Closed