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Fidelity MSCI Consumer Staples Index ETF

147 hedge funds and large institutions have $377M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $326M → $377M (+$51.6M)

8% more funds holding

Funds holding: 136147 (+11)

1.17% more ownership

Funds ownership: 35.7%36.88% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
47
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$20K +$20.7K +455 New
HNB
127
Huntington National Bank
Ohio
$19K
JP Morgan Chase
128
JP Morgan Chase
New York
$17K +$16.6K +365 New
HR
129
Howe & Rusling
New York
$16K
LC
130
Lindbrook Capital
California
$13K
WCAMG
131
Woodard & Company Asset Management Group
North Carolina
$11K +$10.7K +235 New
LFG
132
Larson Financial Group
Missouri
$10K -$1.14K -25 -10%
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$9K
HA
134
Herold Advisors
New York
$8.35K +$8.28K +182 New
ME
135
McIlrath & Eck
Washington
$7K
EW
136
Element Wealth
Mississippi
$7K +$45 +1 +0.6%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$6K -$44.1K -970 -88%
PMFA
138
Plante Moran Financial Advisors
Michigan
$6K -$7.19K -158 -55%
SSB
139
Sandy Spring Bank
Maryland
$6K
PFA
140
Professional Financial Advisors
Nebraska
$4K
AIC
141
Archer Investment Corporation
Indiana
$3.53K
FMTCOCP
142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K -$16.8K -370 -90%
AIL
143
AGF Investments LLC
Ontario, Canada
$2K
SWA
144
SOA Wealth Advisors
New York
$2K
Macquarie Group
145
Macquarie Group
Australia
$1.49K
FWM
146
Focused Wealth Management
New York
$1K
First Manhattan
147
First Manhattan
New York
$1K +$1.41K +31 New
RWP
148
RWA Wealth Partners
Massachusetts
-$6.35M -136,101 Closed
FTS
149
Fifth Third Securities
Ohio
-$1.83M -39,119 Closed
SSW
150
Smith Shellnut Wilson
Mississippi
-$1.02M -21,932 Closed