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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$132K +$108K +2,130 +394%
CF
127
Centaurus Financial
California
$128K -$506 -10 -0.4%
AF
128
Allworth Financial
California
$125K +$93.9K +1,854 +264%
HI
129
Harbour Investments
Wisconsin
$120K +$1.22K +24 +1%
MCM
130
MAI Capital Management
Ohio
$104K +$107K +2,104 New
WT
131
Whittier Trust
California
$93.2K
BF
132
BOK Financial
Oklahoma
$74.2K
Franklin Resources
133
Franklin Resources
California
$71.2K
CP
134
Castleview Partners
Texas
$67.7K +$69.6K +1,374 New
ADL
135
Asset Dedication LLC
California
$52.1K
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$50.8K +$1.87K +37 +4%
SWM
137
Spire Wealth Management
Virginia
$50K -$1.93K -38 -4%
CIA
138
Cape Investment Advisory
Georgia
$49.7K +$48.1K +950 +1,696%
FFA
139
Farther Finance Advisors
California
$49.7K +$304 +6 +0.6%
QCG
140
Quadrant Capital Group
Ohio
$49.4K
CT
141
Colonial Trust
South Carolina
$47.2K
TFM
142
TFC Financial Management
Massachusetts
$44.7K
NFSG
143
Newbridge Financial Services Group
Florida
$41.7K +$42.7K +843 New
SMA
144
Sage Mountain Advisors
Georgia
$40.8K
EWM
145
EPG Wealth Management
Georgia
$33.1K +$51 +1 +0.1%
BCA
146
Bray Capital Advisors
Florida
$28.7K -$464K -9,170 -94%
OLVIG
147
Oliver Lagore Vanvalin Investment Group
Michigan
$24.5K -$239K -4,715 -90%
SAM
148
Smartleaf Asset Management
Massachusetts
$23.9K
PTC
149
Private Trust Company
Ohio
$23.3K
TRCT
150
Tower Research Capital (TRC)
New York
$23K +$23.6K +466 New