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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
101
Talon Private Wealth
Florida
$329K +$319K +6,439 New
CAG
102
Csenge Advisory Group
Florida
$327K +$10.2K +205 +3%
Creative Planning
103
Creative Planning
Kansas
$323K +$58.5K +1,181 +23%
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$266K -$169K -3,403 -40%
LWM
105
LongView Wealth Management
Georgia
$260K +$252K +5,097 New
FCA
106
FLC Capital Advisors
California
$257K +$1.39K +28 +0.6%
RSWM
107
Robertson Stephens Wealth Management
California
$251K
RJFSA
108
Raymond James Financial Services Advisors
Florida
$249K -$38.1K -769 -14%
CFD
109
Creative Financial Designs
Indiana
$237K
PFA
110
Pathway Financial Advisers
Indiana
$232K -$4.41K -89 -2%
LA
111
LexAurum Advisors
Kansas
$229K +$248 +5 +0.1%
DFG
112
Demars Financial Group
Washington
$214K +$208K +4,201 New
IFG
113
Independent Financial Group
California
$214K +$208K +4,197 New
OIA
114
OneDigital Investment Advisors
Kansas
$213K +$207K +4,180 New
IA
115
IFP Advisors
Florida
$176K +$1.34K +27 +0.8%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$158K -$27.6K -558 -15%
ANBT
117
American National Bank & Trust
Texas
$155K +$40.2K +811 +36%
MHR
118
Matthew Hamilton Rosenberg
$152K
Jones Financial Companies
119
Jones Financial Companies
Missouri
$150K +$53.1K +1,071 +57%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$136K -$32.4K -654 -20%
CF
121
Centaurus Financial
California
$132K
HI
122
Harbour Investments
Wisconsin
$123K +$793 +16 +0.7%
WT
123
Whittier Trust
California
$96.2K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$78.1K +$10.8K +218 +17%
BF
125
BOK Financial
Oklahoma
$76.8K +$76K +1,535 New