We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
126
Romano Brothers & Co
Illinois
$31.4K +$30.7K +700 New
GRP
127
Global Retirement Partners
California
$25.3K -$1.76K -40 -7%
HNB
128
Huntington National Bank
Ohio
$18.6K
MWM
129
Mascoma Wealth Management
New Hampshire
$17.9K +$6.59K +150 +60%
BFPW
130
BOK Financial Private Wealth
Colorado
$14.1K +$13.8K +315 New
LC
131
Lindbrook Capital
California
$12.8K
PMFA
132
Plante Moran Financial Advisors
Michigan
$10.4K +$5.05K +115 +97%
CTA
133
Colonial Trust Advisors
South Carolina
$9.65K +$9.44K +215 New
PG
134
Proffitt & Goodson
Tennessee
$9.54K
NECFA
135
New England Capital Financial Advisors
Connecticut
$9.06K +$9.05K +206 New
SWM
136
Spire Wealth Management
Virginia
$9K
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$7.62K -$263K -5,996 -97%
EW
138
Element Wealth
Mississippi
$7.45K +$44 +1 +0.6%
AF
139
Advisornet Financial
Minnesota
$7.17K
ME
140
McIlrath & Eck
Washington
$7.13K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$5.62K +$4.79K +109 +727%
LFG
142
Larson Financial Group
Missouri
$4.66K -$4.92K -112 -52%
AIC
143
Archer Investment Corporation
Indiana
$3.45K
SIS
144
Sound Income Strategies
Florida
$2.64K
FCA
145
Fortis Capital Advisors
Kansas
$2.64K +$2.59K +59 New
FMTCOCP
146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
PGAM
147
Princeton Global Asset Management
New Jersey
$2K +$2.42K +55 New
BLC
148
Brown, Lisle/Cummings
Rhode Island
$1.03K
GWM
149
Geneos Wealth Management
Colorado
$901
SPIA
150
Steward Partners Investment Advisory
New York
$672 +$659 +15 New