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Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$184K -$2.73K -62 -1%
HI
102
Harbour Investments
Wisconsin
$164K
ACM
103
Absolute Capital Management
Pennsylvania
$150K +$164K +3,725 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$138K -$1.89M -42,812 -93%
AF
105
Allworth Financial
California
$134K +$148K +3,348 New
CFD
106
Creative Financial Designs
Indiana
$133K
EIP
107
Ellis Investment Partners
Pennsylvania
$132K -$8.06K -183 -5%
MHR
108
Matthew Hamilton Rosenberg
$120K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$119K +$4.58K +104 +4%
CF
110
Centaurus Financial
California
$100K +$110K +2,502 New
WT
111
Whittier Trust
California
$76K
EWM
112
EPG Wealth Management
Georgia
$71K -$254K -5,762 -77%
Franklin Resources
113
Franklin Resources
California
$58K
AWM
114
Accel Wealth Management
Iowa
$51K +$88 +2 +0.2%
IA
115
IFP Advisors
Florida
$49K +$20K +454 +56%
FF
116
FourThought Financial
Florida
$48K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$44K -$10.2K -231 -17%
GRP
118
Global Retirement Partners
California
$27K +$1.76K +40 +7%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$18K -$25.7K -583 -56%
NFSG
120
Newbridge Financial Services Group
Florida
$18K +$19.9K +451 New
HNB
121
Huntington National Bank
Ohio
$17K
HR
122
Howe & Rusling
New York
$14K
APA
123
American Portfolios Advisors
New York
$12.1K +$88 +2 +0.7%
LC
124
Lindbrook Capital
California
$11K
MWM
125
Mascoma Wealth Management
New Hampshire
$10K +$11K +250 New