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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
101
Roman Butler Fullerton & Co
Missouri
$383K +$547 +12 +0.1%
IAA
102
Independent Advisor Alliance
North Carolina
$362K +$363K +7,975 New
C
103
CEDRUS
Colorado
$353K -$8.11K -178 -2%
SHIM
104
Stone House Investment Management
Pennsylvania
$352K +$2.05K +45 +0.6%
CAG
105
Csenge Advisory Group
Florida
$335K +$336K +7,379 New
Fisher Asset Management
106
Fisher Asset Management
Washington
$315K +$316K +6,929 New
Creative Planning
107
Creative Planning
Kansas
$304K +$44.2K +970 +17%
Corient Private Wealth
108
Corient Private Wealth
Florida
$298K +$299K +6,558 New
RJFSA
109
Raymond James Financial Services Advisors
Florida
$279K -$6.42K -141 -2%
TCM
110
Traynor Capital Management
Pennsylvania
$270K +$46 +1 +0%
SW
111
SVB Wealth
Massachusetts
$270K
AWE
112
Avidian Wealth Enterprises
Texas
$266K
CF
113
Clarity Financial
Texas
$265K +$266K +5,843 New
CA
114
Cetera Advisors
Colorado
$263K +$12.5K +274 +5%
BFA
115
Beaumont Financial Advisors
Massachusetts
$259K
SAM
116
Secure Asset Management
Michigan
$257K +$26.6K +583 +11%
CFD
117
Creative Financial Designs
Indiana
$247K +$44.1K +968 +22%
VAM
118
Verity Asset Management
North Carolina
$232K +$232K +5,099 New
FCA
119
FLC Capital Advisors
California
$227K
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$226K -$13.4K -295 -6%
DFG
121
Demars Financial Group
Washington
$219K -$1.64K -36 -0.7%
MWM
122
Meridian Wealth Management
Kentucky
$214K +$1.27K +28 +0.6%
PCH
123
PGIM Custom Harvest
New Jersey
$214K
BAM
124
Belpointe Asset Management
Nevada
$203K -$283K -6,219 -58%
CAL
125
Capital Analysts LLC
Pennsylvania
$196K +$1.18K +26 +0.6%