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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$259K -$1.84K -43 -0.7%
CFD
102
Creative Financial Designs
Indiana
$251K +$9.33K +218 +4%
MA
103
Mutual Advisors
Nebraska
$249K -$722K -16,858 -75%
PFA
104
Pathway Financial Advisers
Indiana
$231K +$3.42K +80 +2%
FCA
105
FLC Capital Advisors
California
$223K
MWM
106
Meridian Wealth Management
Kentucky
$213K -$202K -4,722 -50%
Creative Planning
107
Creative Planning
Kansas
$211K -$4.5K -105 -2%
IA
108
IFP Advisors
Florida
$158K -$8.61K -201 -5%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$150K +$3.13K +73 +2%
TRCT
110
Tower Research Capital (TRC)
New York
$138K -$167K -3,893 -56%
MHR
111
Matthew Hamilton Rosenberg
$136K
HI
112
Harbour Investments
Wisconsin
$119K -$33.7K -788 -23%
CF
113
Centaurus Financial
California
$115K
BWM
114
BKM Wealth Management
Wisconsin
$111K +$107K +2,490 New
WT
115
Whittier Trust
California
$84.1K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$64.6K
Franklin Resources
117
Franklin Resources
California
$64.3K
Comerica Bank
118
Comerica Bank
Texas
$59.4K +$7.88K +184 +16%
ANBT
119
American National Bank & Trust
Texas
$56.5K +$41K +957 +309%
ADL
120
Asset Dedication LLC
California
$46K +$44.5K +1,040 New
SWM
121
Spire Wealth Management
Virginia
$45K -$12.2K -286 -22%
SFC
122
SYM Financial Corp
Indiana
$44.6K -$70.6K -1,650 -62%
CT
123
Colonial Trust
South Carolina
$42.6K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$42.3K -$27.8K -649 -41%
EWM
125
EPG Wealth Management
Georgia
$41.9K +$171 +4 +0.4%