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Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
101
Matthew Hamilton Rosenberg
$139K
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$134K +$3.7K +84 +3%
GLLW
103
Graves Light Lenhart Wealth
Virginia
$98K +$92.7K +2,106 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$93K -$15.3K -348 -15%
WT
105
Whittier Trust
California
$90K
AWMS
106
Advocacy Wealth Management Services
Georgia
$71K -$23.8K -541 -26%
Franklin Resources
107
Franklin Resources
California
$67K
COCM
108
Charter Oak Capital Management
New Hampshire
$62K +$9.51K +216 +20%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$62K +$58.8K +1,337 New
AWM
110
Accel Wealth Management
Iowa
$57K +$11.5K +261 +27%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$51K +$22.2K +504 +84%
SWM
112
Spire Wealth Management
Virginia
$48K -$18.3K -415 -29%
PG
113
Proffitt & Goodson
Tennessee
$46K
APA
114
American Portfolios Advisors
New York
$41.6K
EVM
115
Eaton Vance Management
Massachusetts
$23K
FMTCOCP
116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
HNB
117
Huntington National Bank
Ohio
$19K
HR
118
Howe & Rusling
New York
$16K
NFG
119
Next Financial Group
Texas
$15K +$12.6K +286 +540%
PMFA
120
Plante Moran Financial Advisors
Michigan
$13K
LC
121
Lindbrook Capital
California
$13K +$12.6K +286 New
LFG
122
Larson Financial Group
Missouri
$11K +$10.6K +241 New
IA
123
IFP Advisors
Florida
$10K +$2.02K +46 +26%
IAG
124
Investmark Advisory Group
Connecticut
$10K +$9.72K +221 New
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$9K -$29.1K -662 -77%