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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$161K -$6.06K -133 -4%
CF
127
Centaurus Financial
California
$157K -$6.92K -152 -4%
IA
128
IFP Advisors
Florida
$157K +$37.4K +822 +31%
PG
129
Prostatis Group
Maryland
$150K +$6.84M +150,162 New
MHR
130
Matthew Hamilton Rosenberg
$139K +$3.19K +70 +2%
FAM
131
Family Asset Management
South Carolina
$101K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$98.7K -$20.5K -450 -17%
WT
133
Whittier Trust
California
$85.6K
Franklin Resources
134
Franklin Resources
California
$65.4K
SWM
135
Spire Wealth Management
Virginia
$64.7K
TRCT
136
Tower Research Capital (TRC)
New York
$60.5K -$342K -7,507 -85%
EWM
137
EPG Wealth Management
Georgia
$46.1K -$24.2K -531 -34%
CT
138
Colonial Trust
South Carolina
$43.3K -$16.4K -360 -27%
FGAM
139
Financial Gravity Asset Management
Texas
$39.1K
NFSG
140
Newbridge Financial Services Group
Florida
$36.1K
CPG
141
Cornerstone Planning Group
New Jersey
$33.1K +$33.2K +728 New
AF
142
Allworth Financial
California
$31.9K
GRP
143
Global Retirement Partners
California
$23.7K -$1.96K -43 -8%
SIC
144
Salem Investment Counselors
North Carolina
$20.4K +$20.5K +450 New
HNB
145
Huntington National Bank
Ohio
$18.9K
MWM
146
Mascoma Wealth Management
New Hampshire
$18.3K
GGI
147
Godsey & Gibb Inc
Virginia
$18.2K
LC
148
Lindbrook Capital
California
$13K
ANBT
149
American National Bank & Trust
Texas
$11.1K +$11.2K +245 New
CTA
150
Colonial Trust Advisors
South Carolina
$9.9K +$46 +1 +0.5%