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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$31.3K
AGWCA
127
Annis Gardner Whiting Capital Advisors
Florida
$31.3K +$30K +700 New
HNB
128
Huntington National Bank
Ohio
$31K
PTC
129
Private Trust Company
Ohio
$30.4K +$26.3K +615 +918%
NFSG
130
Newbridge Financial Services Group
Florida
$25.4K -$9.68K -226 -28%
Citigroup
131
Citigroup
New York
$24.4K +$12.2K +285 +109%
GGI
132
Godsey & Gibb Inc
Virginia
$17.9K
MWM
133
Mascoma Wealth Management
New Hampshire
$17.9K
MIA
134
MeadowBrook Investment Advisors
Michigan
$17.3K +$16.6K +388 New
GRP
135
Global Retirement Partners
California
$16.1K
CAM
136
Creekmur Asset Management
Illinois
$14.9K +$14.3K +334 New
CPG
137
Cornerstone Planning Group
New Jersey
$13.3K -$7.45K -174 -37%
CTA
138
Colonial Trust Advisors
South Carolina
$9.85K +$86 +2 +0.9%
PG
139
Proffitt & Goodson
Tennessee
$9.51K
GWMIA
140
Global Wealth Management Investment Advisory
Florida
$8.7K
EW
141
Element Wealth
Mississippi
$7.61K +$43 +1 +0.6%
SHIM
142
Stone House Investment Management
Pennsylvania
$7.14K -$11.9K -279 -64%
ME
143
McIlrath & Eck
Washington
$7.1K
BFPW
144
BOK Financial Private Wealth
Colorado
$5.28K +$5.05K +118 New
LFG
145
Larson Financial Group
Missouri
$4.91K +$3.3K +77 +233%
T
146
Tidemark
California
$4.11K +$3.94K +92 New
AIC
147
Archer Investment Corporation
Indiana
$3.44K
FCAS
148
First Command Advisory Services
Texas
$2.68K +$342 +8 +15%
SIS
149
Sound Income Strategies
Florida
$2.63K
IRAG
150
Investment Research & Advisory Group
Georgia
$2.46K +$2.35K +55 New