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Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
126
Proffitt & Goodson
Tennessee
$9K -$34.3K -778 -79%
LFG
127
Larson Financial Group
Missouri
$9K
SWM
128
Spire Wealth Management
Virginia
$8K
EW
129
Element Wealth
Mississippi
$7K +$44 +1 +0.6%
AF
130
Advisornet Financial
Minnesota
$6K
ME
131
McIlrath & Eck
Washington
$6K
HIA
132
Harbor Investment Advisory
Maryland
$5K
PMFA
133
Plante Moran Financial Advisors
Michigan
$5K
AIC
134
Archer Investment Corporation
Indiana
$3.09K
FMTCOCP
135
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
SIS
136
Sound Income Strategies
Florida
$2K +$2.6K +59 New
JP Morgan Chase
137
JP Morgan Chase
New York
$1K -$186K -4,215 -100%
BLC
138
Brown, Lisle/Cummings
Rhode Island
$923 +$1.01K +23 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1 +$661 +15 New
DFG
140
Demars Financial Group
Washington
-$3.08M -71,219 Closed
QAM
141
Q3 Asset Management
Michigan
-$1.13M -26,189 Closed
IC
142
Inscription Capital
Texas
-$269K -6,210 Closed
PG
143
Prostatis Group
Maryland
-$235K -5,438 Closed
Fisher Asset Management
144
Fisher Asset Management
Washington
-$223K -5,155 Closed
PAMG
145
Patton Albertson Miller Group
Tennessee
-$223K -5,142 Closed
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
-$79K -1,830 Closed
AW
147
ACG Wealth
Georgia
-$24K -555 Closed
COCM
148
Charter Oak Capital Management
New Hampshire
-$20K -470 Closed
JPLA
149
Joseph P. Lucia & Associates
New York
-$16K -375 Closed
SWM
150
Sugarloaf Wealth Management
Georgia
-$11K -250 Closed