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Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Absolute Capital Management
Pennsylvania
$209K +$41.3K +941 +25%
MWM
102
Meridian Wealth Management
Kentucky
$209K +$205K +4,666 New
CAL
103
Capital Analysts LLC
Pennsylvania
$207K +$1.19K +27 +0.6%
PFA
104
Pathway Financial Advisers
Indiana
$202K +$198K +4,512 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$201K -$48.9K -1,114 -20%
HI
106
Harbour Investments
Wisconsin
$164K -$5.67K -129 -3%
MHR
107
Matthew Hamilton Rosenberg
$134K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$128K -$25K -569 -17%
AP
109
Advisors Preferred
Maryland
$124K +$122K +2,778 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$120K -$13.7K -312 -10%
CFD
111
Creative Financial Designs
Indiana
$106K -$41.9K -953 -29%
CPG
112
Cornerstone Planning Group
New Jersey
$101K +$102K +2,325 New
CF
113
Centaurus Financial
California
$101K -$10.8K -247 -10%
MCC
114
Money Concepts Capital
Florida
$86.3K +$84.6K +1,926 New
WT
115
Whittier Trust
California
$84.5K
FAM
116
Family Asset Management
South Carolina
$79.8K +$78.2K +1,780 New
EWM
117
EPG Wealth Management
Georgia
$76.8K -$2.11K -48 -3%
IA
118
IFP Advisors
Florida
$72K +$32.6K +743 +59%
Franklin Resources
119
Franklin Resources
California
$64.5K
CS
120
Comerica Securities
Michigan
$59.6K +$58.5K +1,331 New
CT
121
Colonial Trust
South Carolina
$58.9K +$57.7K +1,314 New
AWM
122
Accel Wealth Management
Iowa
$54.6K +$44 +1 +0.1%
NFSG
123
Newbridge Financial Services Group
Florida
$41.2K +$20.6K +468 +104%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$38K -$11K -250 -23%
AF
125
Allworth Financial
California
$31.5K -$116K -2,646 -79%