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Fidelity MSCI Consumer Staples Index ETF

147 hedge funds and large institutions have $377M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $326M → $377M (+$51.6M)

8% more funds holding

Funds holding: 136147 (+11)

1.17% more ownership

Funds ownership: 35.7%36.88% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
47
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$202K +$201K +4,413 New
CF
102
Centaurus Financial
California
$202K +$201K +4,415 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$197K -$66K -1,452 -25%
EIP
104
Ellis Investment Partners
Pennsylvania
$168K +$682 +15 +0.4%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$154K -$1.77K -39 -1%
CFD
106
Creative Financial Designs
Indiana
$152K -$28.4K -625 -16%
MHR
107
Matthew Hamilton Rosenberg
$137K
AP
108
Advisors Preferred
Maryland
$123K +$121K +2,658 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$115K -$16.5K -362 -13%
GLLW
110
Graves Light Lenhart Wealth
Virginia
$97K
WT
111
Whittier Trust
California
$89K
Franklin Resources
112
Franklin Resources
California
$66K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$66K +$4.46K +98 +7%
AWM
114
Accel Wealth Management
Iowa
$56K +$91 +2 +0.2%
FF
115
FourThought Financial
Florida
$55K +$54.6K +1,200 New
MCC
116
Money Concepts Capital
Florida
$53K +$52.9K +1,162 New
PG
117
Proffitt & Goodson
Tennessee
$45K
APA
118
American Portfolios Advisors
New York
$40.9K
PFS
119
Prospera Financial Services
Texas
$39K +$38.7K +850 New
GRP
120
Global Retirement Partners
California
$34K +$34.9K +767 New
IA
121
IFP Advisors
Florida
$31K +$26.7K +586 +263%
HFS
122
Hantz Financial Services
Michigan
$28K +$27.6K +607 New
SWM
123
Spire Wealth Management
Virginia
$24K -$22.9K -503 -49%
COCM
124
Charter Oak Capital Management
New Hampshire
$20K -$39.7K -873 -66%
JPLA
125
Joseph P. Lucia & Associates
New York
$20K +$20K +440 New