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Fidelity MSCI Consumer Staples Index ETF

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less capital invested

Capital invested by funds: $416M → $414M (-$1.69M)

1% less funds holding

Funds holding: 164163 (-1)

1.86% less ownership

Funds ownership: 39.12%37.26% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
GSA Capital Partners
United Kingdom
$324K -$571K -12,466 -65%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$315K +$37.4K +816 +14%
LA
103
LexAurum Advisors
Kansas
$312K +$301K +6,558 New
Creative Planning
104
Creative Planning
Kansas
$302K +$74K +1,615 +34%
CAG
105
Csenge Advisory Group
Florida
$296K +$1.79K +39 +0.6%
SW
106
SVB Wealth
Massachusetts
$270K +$260K +5,681 New
TRCT
107
Tower Research Capital (TRC)
New York
$252K +$101K +2,197 +71%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$240K +$231K +5,047 New
FCA
109
FLC Capital Advisors
California
$238K
MWM
110
Meridian Wealth Management
Kentucky
$229K +$1.74K +38 +0.8%
PFA
111
Pathway Financial Advisers
Indiana
$228K -$17.1K -372 -7%
CFD
112
Creative Financial Designs
Indiana
$221K -$44.5K -971 -17%
IW
113
Imprint Wealth
South Carolina
$214K +$208K +4,535 New
DC
114
Davenport & Co
Virginia
$211K +$203K +4,436 New
AWM
115
Avior Wealth Management
Nebraska
$174K +$168K +3,661 New
IA
116
IFP Advisors
Florida
$162K -$5.5K -120 -3%
MHR
117
Matthew Hamilton Rosenberg
$141K -$3.16K -69 -2%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$140K -$19.1K -416 -12%
FIM
119
Fernwood Investment Management
Massachusetts
$131K +$126K +2,750 New
CF
120
Centaurus Financial
California
$123K +$458 +10 +0.4%
HI
121
Harbour Investments
Wisconsin
$113K -$13.3K -290 -11%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$107K +$36.9K +805 +56%
WT
123
Whittier Trust
California
$89.7K
ANBT
124
American National Bank & Trust
Texas
$80.2K +$19.2K +418 +33%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$78.9K +$76K +1,658 New