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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$2.41K
GWM
152
Geneos Wealth Management
Colorado
$2.3K +$1.37K +32 +160%
FMTCOCP
153
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
OP
154
ORG Partners
Indiana
$1.96K +$1.88K +44 New
FGAM
155
Financial Gravity Asset Management
Texas
$1.78K
CIA
156
Cape Investment Advisory
Georgia
$1.7K
EWA
157
EverSource Wealth Advisors
Alabama
$1.16K -$214 -5 -16%
TFG
158
Team Financial Group
California
$1.12K +$1.07K +25 New
BLC
159
Brown, Lisle/Cummings
Rhode Island
$1.03K
NC
160
NewSquare Capital
Pennsylvania
$982
CAS
161
Coppell Advisory Solutions
Texas
$982 +$942 +22 New
PP
162
Pacifica Partners
Canada
$872 +$856 +20 New
CFO
163
CVA Family Office
Colorado
$446 +$428 +10 New
MBFW
164
Morton Brown Family Wealth
Pennsylvania
$141 +$128 +3 New
S
165
Sachetta
Massachusetts
$135 +$128 +3 New
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$36
CW
167
Connectus Wealth
Ohio
-$6.36M -149,119 Closed
PCS
168
Personal CFO Solutions
New Jersey
-$4.65M -109,203 Closed
CA
169
Crumly & Associates
Illinois
-$2.45M -57,504 Closed
AWM
170
Abound Wealth Management
Tennessee
-$1.46M -34,194 Closed
Citadel Advisors
171
Citadel Advisors
Florida
-$1.34M -31,582 Closed
SFS
172
Sowell Financial Services
Arkansas
-$983K -23,076 Closed
BCI
173
Brinker Capital Investments
Pennsylvania
-$958K -22,495 Closed
OPS
174
Orion Portfolio Solutions
Nebraska
-$958K -22,495 Closed
BCM
175
Beck Capital Management
Texas
-$770K -18,090 Closed