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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$365K +$18.1K +357 +5%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$362K +$371K +7,326 New
Corient Private Wealth
103
Corient Private Wealth
Florida
$360K
GWM
104
GSB Wealth Management
Connecticut
$359K +$6.79K +134 +2%
KeyBank National Association
105
KeyBank National Association
Ohio
$337K -$50.3K -993 -13%
Raymond James Financial
106
Raymond James Financial
Florida
$337K +$345K +6,812 New
KWM
107
Kingsview Wealth Management
Oregon
$332K -$7.55K -149 -2%
SF
108
Summit Financial
New Jersey
$321K +$1.52K +30 +0.5%
TPW
109
Talon Private Wealth
Florida
$318K +$152 +3 +0%
CAG
110
Csenge Advisory Group
Florida
$318K -$2.73K -54 -0.8%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$287K +$145K +2,860 +97%
LWM
112
LongView Wealth Management
Georgia
$282K +$31.1K +615 +12%
FCA
113
FLC Capital Advisors
California
$247K -$1.27K -25 -0.5%
RSWM
114
Robertson Stephens Wealth Management
California
$243K
CFD
115
Creative Financial Designs
Indiana
$242K +$13.1K +259 +6%
PFA
116
Pathway Financial Advisers
Indiana
$224K -$405 -8 -0.2%
AF
117
Apexium Financial
Texas
$219K +$224K +4,426 New
DF
118
Define Financial
California
$213K +$219K +4,316 New
AIA
119
AssuredPartners Investment Advisors
Florida
$207K +$212K +4,185 New
WWA
120
Wingate Wealth Advisors
Massachusetts
$180K +$185K +3,648 New
GRP
121
Global Retirement Partners
California
$180K +$111K +2,193 +151%
IA
122
IFP Advisors
Florida
$170K +$101 +2 +0.1%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$148K -$5.07K -100 -3%
MHR
124
Matthew Hamilton Rosenberg
$148K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$136K +$4.15K +82 +3%