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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 167169 (+2)

2.84% less ownership

Funds ownership: 43.2%40.36% (-2.8%)

18% less capital invested

Capital invested by funds: $530M → $433M (-$96.6M)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
151
Colonial Trust Advisors
South Carolina
$9.34K +$45 +1 +0.5%
PG
152
Proffitt & Goodson
Tennessee
$9.07K
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$8.3K
EW
154
Element Wealth
Mississippi
$7.21K +$45 +1 +0.6%
ME
155
McIlrath & Eck
Washington
$6.77K
AIC
156
Archer Investment Corporation
Indiana
$3.28K
PTC
157
Private Trust Company
Ohio
$2.85K +$3.02K +67 New
SIS
158
Sound Income Strategies
Florida
$2.51K
William Blair & Company
159
William Blair & Company
Illinois
$2.3K +$2.43K +54 New
FCAS
160
First Command Advisory Services
Texas
$2.21K +$2.34K +52 New
FMTCOCP
161
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
FGAM
162
Financial Gravity Asset Management
Texas
$1.78K -$90 -2 -4%
CIA
163
Cape Investment Advisory
Georgia
$1.62K -$1.03K -23 -38%
LFG
164
Larson Financial Group
Missouri
$1.41K
EWA
165
EverSource Wealth Advisors
Alabama
$1.32K
CA
166
Crewe Advisors
Utah
$1.15K
BLC
167
Brown, Lisle/Cummings
Rhode Island
$979
NC
168
NewSquare Capital
Pennsylvania
$937
GWM
169
Geneos Wealth Management
Colorado
$872
GI
170
Gradient Investments
Minnesota
$511 +$540 +12 New
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$34
VC
172
Vicus Capital
Pennsylvania
-$12.5M -275,181 Closed
BCM
173
Beaumont Capital Management
Massachusetts
-$10.8M -238,350 Closed
PG
174
Prostatis Group
Maryland
-$150K -150,162 Closed
SL
175
Systelligence LLC
Minnesota
-$5.48M -120,547 Closed