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Fidelity MSCI Consumer Staples Index ETF

127 hedge funds and large institutions have $264M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

1.4% less ownership

Funds ownership: 34.67%33.27% (-1.4%)

5% less capital invested

Capital invested by funds: $279M → $264M (-$14.7M)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
101
Global Wealth Management Investment Advisory
Florida
$36K +$37K +857 New
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$25K -$40.3K -933 -61%
RCA
103
Ranch Capital Advisors
Florida
$25K +$25.9K +600 New
JPLA
104
Joseph P. Lucia & Associates
New York
$18K -$3.24K -75 -15%
EIP
105
Ellis Investment Partners
Pennsylvania
$18K +$86 +2 +0.5%
FMTCOCP
106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
HNB
107
Huntington National Bank
Ohio
$17K
HR
108
Howe & Rusling
New York
$15K +$15K +348 New
PMFA
109
Plante Moran Financial Advisors
Michigan
$12K
KIG
110
Kowal Investment Group
Wisconsin
$10K +$10.5K +242 New
ME
111
McIlrath & Eck
Washington
$9K
AWM
112
Atticus Wealth Management
Florida
$8K +$8.16K +189 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$8K +$8.51K +197 New
IA
114
IFP Advisors
Florida
$7K -$130 -3 -2%
EW
115
Element Wealth
Mississippi
$7K
PFA
116
Professional Financial Advisors
Nebraska
$4K -$2.16K -50 -35%
AIC
117
Archer Investment Corporation
Indiana
$3.22K
BIA
118
Bell Investment Advisors
California
$3K +$3.07K +71 New
AIL
119
AGF Investments LLC
Ontario, Canada
$2K
NFG
120
Next Financial Group
Texas
$2K
RIA
121
RPG Investment Advisory
California
$2K
SWA
122
SOA Wealth Advisors
New York
$2K
CFA
123
Carroll Financial Associates
North Carolina
$2K +$562 +13 +34%
AAP
124
Arax Advisory Partners
Colorado
$2K +$2.16K +50 New
FWM
125
Focused Wealth Management
New York
$1K