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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$361K -$24.2K -537 -6%
KWM
102
Kingsview Wealth Management
Oregon
$356K -$23.5K -523 -6%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$346K +$585 +13 +0.2%
IAA
104
Independent Advisor Alliance
North Carolina
$344K +$4.86K +108 +1%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$312K -$510K -11,322 -61%
Corient Private Wealth
106
Corient Private Wealth
Florida
$303K +$25.2K +561 +9%
TRCT
107
Tower Research Capital (TRC)
New York
$298K +$255K +5,656 +424%
FTUS
108
Flow Traders U.S.
New York
$283K +$299K +6,645 New
CAG
109
Csenge Advisory Group
Florida
$282K -$34.3K -762 -10%
DC
110
Davenport & Co
Virginia
$281K +$297K +6,607 New
AFA
111
Atlas Financial Advisors
California
$258K +$272K +6,053 New
AWE
112
Avidian Wealth Enterprises
Texas
$250K
TCM
113
Traynor Capital Management
Pennsylvania
$249K -$4.1K -91 -2%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$249K -$13.3K -296 -5%
BFA
115
Beaumont Financial Advisors
Massachusetts
$243K
CF
116
Clarity Financial
Texas
$241K -$7.83K -174 -3%
SW
117
SVB Wealth
Massachusetts
$240K -$13.5K -301 -5%
CFD
118
Creative Financial Designs
Indiana
$230K -$1.8K -40 -0.7%
BWM
119
Birchcreek Wealth Management
Ohio
$226K -$309K -6,861 -56%
PFA
120
Pathway Financial Advisers
Indiana
$216K +$229K +5,090 New
FCA
121
FLC Capital Advisors
California
$213K
Creative Planning
122
Creative Planning
Kansas
$206K -$82.9K -1,843 -28%
FIM
123
Freedom Investment Management
Connecticut
$202K -$5.27M -117,016 -96%
EAM
124
Empirical Asset Management
Massachusetts
$201K +$213K +4,722 New
PCH
125
PGIM Custom Harvest
New Jersey
$200K