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Fidelity MSCI Consumer Staples Index ETF

206 hedge funds and large institutions have $566M invested in Fidelity MSCI Consumer Staples Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

8% more capital invested

Capital invested by funds: $524M → $566M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.01% less ownership

Funds ownership: 39.91%39.9% (-0.01%)

7% less call options, than puts

Call options by funds: $225K | Put options by funds: $241K

3% less funds holding

Funds holding: 212206 (-6)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
78
Reduced
58
Closed
25
Calls
$225K
Puts
$241K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
151
Colonial Trust
South Carolina
$68K
SWM
152
Spire Wealth Management
Virginia
$60K -$1.28K -24 -2%
HPWM
153
High Point Wealth Management
New Jersey
$55.5K +$320 +6 +0.6%
ADL
154
Asset Dedication LLC
California
$55.2K
DF
155
Dunhill Financial
United Kingdom
$51.9K +$267 +5 +0.5%
PTC
156
Private Trust Company
Ohio
$49.1K -$3.31K -62 -6%
TFM
157
TFC Financial Management
Massachusetts
$47.3K
SMA
158
Sage Mountain Advisors
Georgia
$43.2K
MWA
159
Medallion Wealth Advisors
Connecticut
$39.2K +$40K +750 New
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$36.7K +$37.4K +701 New
EWM
161
EPG Wealth Management
Georgia
$35.7K +$160 +3 +0.4%
CMP
162
Coston McIsaac & Partners
Maine
$33K +$2.19K +41 +7%
SAM
163
Smartleaf Asset Management
Massachusetts
$28.7K +$21.7K +407 +289%
CAL
164
Capital Analysts LLC
Pennsylvania
$25K +$160 +3 +0.6%
MWM
165
Mascoma Wealth Management
New Hampshire
$22.2K
GGI
166
Godsey & Gibb Inc
Virginia
$20.9K
NFSG
167
Newbridge Financial Services Group
Florida
$17.9K
RF
168
Rossby Financial
Florida
$17.5K +$2.72K +51 +18%
GCM
169
Gables Capital Management
Florida
$16.1K
SGFG
170
Silver Grove Financial Group
New York
$14.4K +$14.7K +275 New
SWM
171
SHP Wealth Management
Massachusetts
$12.6K
AWM
172
Abound Wealth Management
Tennessee
$12.5K
TWD
173
True Wealth Design
Ohio
$12.3K +$12.5K +235 New
Russell Investments Group
174
Russell Investments Group
United Kingdom
$11.1K
CT
175
Caldwell Trust
Florida
$10.5K