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Fidelity MSCI Consumer Staples Index ETF

144 hedge funds and large institutions have $362M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $377M → $362M (-$15.2M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 36.88%35.25% (-1.6%)

2% less funds holding

Funds holding: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
48
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
101
Patton Albertson Miller Group
Tennessee
$223K +$232K +5,142 New
Fisher Asset Management
102
Fisher Asset Management
Washington
$223K +$233K +5,155 New
FCA
103
FLC Capital Advisors
California
$216K
CAL
104
Capital Analysts LLC
Pennsylvania
$201K -$61.4K -1,361 -23%
JP Morgan Chase
105
JP Morgan Chase
New York
$183K +$175K +3,870 +1,060%
HI
106
Harbour Investments
Wisconsin
$164K +$171K +3,782 New
EIP
107
Ellis Investment Partners
Pennsylvania
$151K -$8.17K -181 -5%
CFD
108
Creative Financial Designs
Indiana
$143K
MHR
109
Matthew Hamilton Rosenberg
$131K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$124K -$63.2K -1,401 -33%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$106K +$105K +2,321 +1,745%
WT
112
Whittier Trust
California
$82K -$2.26K -50 -3%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$79K -$68.8K -1,525 -45%
Franklin Resources
114
Franklin Resources
California
$62K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$58K -$4.42K -98 -7%
AWM
116
Accel Wealth Management
Iowa
$53K +$45 +1 +0.1%
FF
117
FourThought Financial
Florida
$52K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$44K +$26.3K +583 +128%
PG
119
Proffitt & Goodson
Tennessee
$43K
IA
120
IFP Advisors
Florida
$31K
GRP
121
Global Retirement Partners
California
$24K -$9.16K -203 -26%
AW
122
ACG Wealth
Georgia
$24K +$25K +555 New
COCM
123
Charter Oak Capital Management
New Hampshire
$20K +$1.13K +25 +6%
HNB
124
Huntington National Bank
Ohio
$18K
JPLA
125
Joseph P. Lucia & Associates
New York
$16K -$2.93K -65 -15%