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Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
126
Element Wealth
Mississippi
$8K +$44 +1 +0.6%
ME
127
McIlrath & Eck
Washington
$7K -$2.82K -64 -29%
SSB
128
Sandy Spring Bank
Maryland
$6K +$5.72K +130 New
PFA
129
Professional Financial Advisors
Nebraska
$4K
AIC
130
Archer Investment Corporation
Indiana
$3.59K
BIA
131
Bell Investment Advisors
California
$3K
AIL
132
AGF Investments LLC
Ontario, Canada
$2K
AAP
133
Arax Advisory Partners
Colorado
$2K
CFA
134
Carroll Financial Associates
North Carolina
$2K
SWA
135
SOA Wealth Advisors
New York
$2K
William Blair & Company
136
William Blair & Company
Illinois
$1K
FWM
137
Focused Wealth Management
New York
$1K +$44 +1 +6%
SFM
138
Signet Financial Management
New Jersey
$1K +$660 +15 New
FTUS
139
Flow Traders U.S.
New York
-$1.63M -38,955 Closed
HCA
140
Heck Capital Advisors
Wisconsin
-$614K -14,677 Closed
BCM
141
Beaumont Capital Management
Massachusetts
-$204K -4,880 Closed
CAAS
142
Capital Asset Advisory Services
Michigan
-$80K -1,901 Closed
GRP
143
Global Retirement Partners
California
-$48K -1,153 Closed
RCA
144
Ranch Capital Advisors
Florida
-$25K -600 Closed
JPLA
145
Joseph P. Lucia & Associates
New York
-$18K -440 Closed
KIG
146
Kowal Investment Group
Wisconsin
-$10K -242 Closed
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
-$8K -197 Closed
AWM
148
Atticus Wealth Management
Florida
-$8K -189 Closed
RIA
149
RPG Investment Advisory
California
-$2K -45 Closed