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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$73.9K +$8.77K +177 +14%
Franklin Resources
127
Franklin Resources
California
$72.9K
ADL
128
Asset Dedication LLC
California
$53.8K
SWM
129
Spire Wealth Management
Virginia
$53.6K +$1.93K +39 +4%
QCG
130
Quadrant Capital Group
Ohio
$51K
FFA
131
Farther Finance Advisors
California
$51K +$49.5K +1,000 New
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$50.2K +$42.8K +865 +687%
CT
133
Colonial Trust
South Carolina
$48.7K
TFM
134
TFC Financial Management
Massachusetts
$46.2K +$248 +5 +0.6%
SMA
135
Sage Mountain Advisors
Georgia
$42.1K +$40.9K +825 New
AF
136
Allworth Financial
California
$35.8K
EWM
137
EPG Wealth Management
Georgia
$34.1K +$33.1K +668 New
CJL
138
Cyrus J. Lawrence
New York
$31K +$30.9K +623 New
Simplex Trading
139
Simplex Trading
Illinois
$30K +$29.7K +600 New
Citigroup
140
Citigroup
New York
$27.6K +$248 +5 +0.9%
SAM
141
Smartleaf Asset Management
Massachusetts
$24.7K
PTC
142
Private Trust Company
Ohio
$24K
CAL
143
Capital Analysts LLC
Pennsylvania
$24K -$988K -19,941 -98%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$23.3K +$22.6K +456 New
MWM
145
Mascoma Wealth Management
New Hampshire
$21.6K +$1.19K +24 +6%
HNB
146
Huntington National Bank
Ohio
$21.2K
GGI
147
Godsey & Gibb Inc
Virginia
$20.4K
MIA
148
MeadowBrook Investment Advisors
Michigan
$19.8K
AssetMark Inc
149
AssetMark Inc
California
$19K +$15.3K +309 +483%
GCM
150
Gables Capital Management
Florida
$15.7K +$15.3K +308 New