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Fidelity MSCI Consumer Staples Index ETF

161 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.58%
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
53
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$91.1K +$21.5K +620 +31%
WT
127
Whittier Trust
California
$85.1K
EWM
128
EPG Wealth Management
Georgia
$69.7K -$7.63K -169 -10%
Franklin Resources
129
Franklin Resources
California
$65K
SWM
130
Spire Wealth Management
Virginia
$64.3K +$55.3K +1,224 +612%
CT
131
Colonial Trust
South Carolina
$59.3K
AP
132
Advisors Preferred
Maryland
$49.8K -$76.4K -1,682 -61%
AWM
133
Accel Wealth Management
Iowa
$47.5K -$7.45K -165 -14%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$39K
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$36.6K -$1.03K -22,881 -3%
NFSG
136
Newbridge Financial Services Group
Florida
$35.8K -$5.64K -125 -14%
AF
137
Allworth Financial
California
$31.7K
GRP
138
Global Retirement Partners
California
$26.2K
HNB
139
Huntington National Bank
Ohio
$18.8K -$18.6K
MWM
140
Mascoma Wealth Management
New Hampshire
$18.7K
GGI
141
Godsey & Gibb Inc
Virginia
$18.1K +$18.1K +400 New
LC
142
Lindbrook Capital
California
$12.9K
PMFA
143
Plante Moran Financial Advisors
Michigan
$10.5K
CTA
144
Colonial Trust Advisors
South Carolina
$9.78K +$90 +2 +0.9%
PG
145
Proffitt & Goodson
Tennessee
$9.62K
NECFA
146
New England Capital Financial Advisors
Connecticut
$9.3K
EWA
147
EverSource Wealth Advisors
Alabama
$8.24K +$8.24K +183 New
EW
148
Element Wealth
Mississippi
$7.55K +$45 +1 +0.6%
AF
149
Advisornet Financial
Minnesota
$7.22K
ME
150
McIlrath & Eck
Washington
$7.18K