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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
151
Proffitt & Goodson
Tennessee
$9.68K
CAS
152
Coppell Advisory Solutions
Texas
$9.22K +$9.34K +205 New
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$8.86K +$8.88K +195 New
EW
154
Element Wealth
Mississippi
$7.64K +$46 +1 +0.6%
ME
155
McIlrath & Eck
Washington
$7.22K
AIC
156
Archer Investment Corporation
Indiana
$3.5K
OP
157
ORG Partners
Indiana
$3.25K +$3.23K +71 New
CIA
158
Cape Investment Advisory
Georgia
$2.77K +$774 +17 +39%
SIS
159
Sound Income Strategies
Florida
$2.68K
FMTCOCP
160
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
LFG
161
Larson Financial Group
Missouri
$1.5K +$1.5K +33 New
EWA
162
EverSource Wealth Advisors
Alabama
$1.41K -$6.92K -152 -83%
CA
163
Crewe Advisors
Utah
$1.23K +$1.23K +27 New
BLC
164
Brown, Lisle/Cummings
Rhode Island
$1.04K
NC
165
NewSquare Capital
Pennsylvania
$999
GWM
166
Geneos Wealth Management
Colorado
$925
SPIA
167
Steward Partners Investment Advisory
New York
$500 -$4.1K -90 -89%
CFO
168
CVA Family Office
Colorado
$454 +$455 +10 New
Jane Street
169
Jane Street
New York
-$606K -13,424 Closed
Marshall Wace
170
Marshall Wace
United Kingdom
-$334K -7,400 Closed
GCWM
171
Graham Capital Wealth Management
District of Columbia
-$679K -1,503 Closed
AP
172
Advisors Preferred
Maryland
-$49.8K -1,096 Closed
AWM
173
Accel Wealth Management
Iowa
-$47.5K -1,053 Closed
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
-$39K -856 Closed
PMFA
175
Plante Moran Financial Advisors
Michigan
-$10.5K -233 Closed