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Fidelity MSCI Consumer Staples Index ETF

200 hedge funds and large institutions have $514M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
86
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$430K +$26.1K +511 +6%
SIA
102
Soltis Investment Advisors
Utah
$428K +$14K +273 +3%
Fisher Asset Management
103
Fisher Asset Management
Washington
$428K -$80.7K -1,578 -16%
GWM
104
GSB Wealth Management
Connecticut
$427K +$40.9K +800 +11%
SCA
105
Southern Capital Advisors
Tennessee
$419K +$2.4K +47 +0.6%
Corient Private Wealth
106
Corient Private Wealth
Florida
$412K
IAA
107
Independent Advisor Alliance
North Carolina
$404K +$3.73K +73 +0.9%
NS
108
NBC Securities
Alabama
$389K -$23.8K -465 -6%
Two Sigma Investments
109
Two Sigma Investments
New York
$379K +$379K +7,400 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$364K +$9.87K +193 +3%
Creative Planning
111
Creative Planning
Kansas
$352K +$818 +16 +0.2%
KeyBank National Association
112
KeyBank National Association
Ohio
$349K
CAG
113
Csenge Advisory Group
Florida
$338K
SL
114
Sentinus LLC
Illinois
$328K +$328K +6,406 New
LWM
115
LongView Wealth Management
Georgia
$313K +$25.8K +504 +9%
KWM
116
Kingsview Wealth Management
Oregon
$306K +$7.67K +150 +3%
CP
117
Castleview Partners
Texas
$297K -$145K -2,826 -33%
AFAS
118
Acorn Financial Advisory Services
Virginia
$293K +$77.1K +1,507 +36%
CFD
119
Creative Financial Designs
Indiana
$286K +$34.6K +677 +14%
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$275K -$14.7K -288 -5%
SF
121
Summit Financial
New Jersey
$272K -$61.4K -1,200 -18%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$258K +$10.7K +209 +4%
FCA
123
FLC Capital Advisors
California
$256K
PFA
124
Pathway Financial Advisers
Indiana
$248K +$11.1K +217 +5%
TPW
125
Talon Private Wealth
Florida
$241K -$10.7K -210 -4%