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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$159K +$12.9K +286 +8%
HI
127
Harbour Investments
Wisconsin
$147K -$3.65K -81 -2%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$140K -$3.71M -82,440 -96%
MHR
129
Matthew Hamilton Rosenberg
$130K
SFC
130
SYM Financial Corp
Indiana
$113K +$119K +2,650 New
CF
131
Centaurus Financial
California
$110K -$39.4K -875 -25%
WT
132
Whittier Trust
California
$80.2K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$68K -$25.9K -575 -26%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$61.7K +$65.2K +1,448 New
Franklin Resources
135
Franklin Resources
California
$61.3K
SWM
136
Spire Wealth Management
Virginia
$55.2K -$5.76K -128 -9%
Comerica Bank
137
Comerica Bank
Texas
$48.8K +$51.6K +1,146 New
CT
138
Colonial Trust
South Carolina
$40.6K
EWM
139
EPG Wealth Management
Georgia
$39.4K -$4.01K -89 -9%
NFSG
140
Newbridge Financial Services Group
Florida
$33.8K
AF
141
Allworth Financial
California
$29.9K
CPG
142
Cornerstone Planning Group
New Jersey
$20.1K -$11.5K -255 -35%
SHIM
143
Stone House Investment Management
Pennsylvania
$18.7K -$329K -7,302 -94%
HNB
144
Huntington National Bank
Ohio
$17.7K
GGI
145
Godsey & Gibb Inc
Virginia
$17K
MWM
146
Mascoma Wealth Management
New Hampshire
$17K
GRP
147
Global Retirement Partners
California
$15.1K -$7.34K -163 -31%
ANBT
148
American National Bank & Trust
Texas
$13.2K +$2.92K +65 +27%
LC
149
Lindbrook Capital
California
$12.2K
Citigroup
150
Citigroup
New York
$11.2K +$11.8K +262 New