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Fidelity MSCI Consumer Staples Index ETF

192 hedge funds and large institutions have $584M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

7% more funds holding

Funds holding: 180192 (+12)

6% more capital invested

Capital invested by funds: $551M → $584M (+$32.9M)

1.18% more ownership

Funds ownership: 55.26%56.44% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
68
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
101
Castleview Partners
Texas
$442K +$367K +7,263 +529%
AWE
102
Avidian Wealth Enterprises
Texas
$438K
SCA
103
Southern Capital Advisors
Tennessee
$416K +$2.27K +45 +0.6%
SIA
104
Soltis Investment Advisors
Utah
$414K +$1.41K +28 +0.3%
Corient Private Wealth
105
Corient Private Wealth
Florida
$412K +$39.6K +785 +11%
NS
106
NBC Securities
Alabama
$412K +$407K +8,063 +100,788%
AAS
107
Avantax Advisory Services
Texas
$404K +$399K +7,894 New
IAA
108
Independent Advisor Alliance
North Carolina
$401K -$591K -11,714 -60%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$394K -$142K -2,811 -27%
GWM
110
GSB Wealth Management
Connecticut
$386K +$13.7K +271 +4%
MWM
111
Maridea Wealth Management
New York
$377K +$372K +7,376 New
Raymond James Financial
112
Raymond James Financial
Florida
$366K +$17.6K +348 +5%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$354K +$298K +5,896 +574%
Creative Planning
114
Creative Planning
Kansas
$351K -$60.2K -1,192 -15%
KeyBank National Association
115
KeyBank National Association
Ohio
$349K
PAS
116
Park Avenue Securities
New York
$341K +$337K +6,672 New
SF
117
Summit Financial
New Jersey
$333K +$505 +10 +0.2%
CAG
118
Csenge Advisory Group
Florida
$333K +$1.31K +26 +0.4%
DWM
119
Dakota Wealth Management
Florida
$325K -$337K -6,685 -51%
KWM
120
Kingsview Wealth Management
Oregon
$298K -$44.5K -881 -13%
RPGK
121
Retirement Planning Group (Kansas)
Kansas
$289K +$286K +5,660 New
LWM
122
LongView Wealth Management
Georgia
$288K -$4.49K -89 -2%
FCA
123
FLC Capital Advisors
California
$256K
TPW
124
Talon Private Wealth
Florida
$252K -$76.6K -1,517 -24%
CFD
125
Creative Financial Designs
Indiana
$251K +$50 +1 +0%