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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$14.3K
HWA
152
Heritage Wealth Advisors
Virginia
$12.3K +$11.9K +240 New
CTA
153
Colonial Trust Advisors
South Carolina
$11.5K +$50 +1 +0.4%
EW
154
Element Wealth
Mississippi
$8.87K -$743 -15 -8%
ME
155
McIlrath & Eck
Washington
$8.12K
1IA
156
1620 Investment Advisors
Massachusetts
$6.02K -$1.19K -24 -17%
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.92K
CA
158
Continuum Advisory
Idaho
$5.22K +$99 +2 +2%
ACA
159
Aptus Capital Advisors
Alabama
$3.73K +$3.62K +73 New
IAIM
160
International Assets Investment Management
Florida
$3.68K +$12.7M +257,345 +14,614%
CPG
161
Cornerstone Planning Group
New Jersey
$3.33K
SIS
162
Sound Income Strategies
Florida
$3.01K -$2.53K -51 -46%
CIA
163
Cape Investment Advisory
Georgia
$2.86K +$892 +18 +47%
WWM
164
Wolff Wiese Magana
California
$1.58K
BLC
165
Brown, Lisle/Cummings
Rhode Island
$1.17K
GWM
166
Geneos Wealth Management
Colorado
$1.07K
TWC
167
TD Waterhouse Canada
Ontario, Canada
$815 +$793 +16 New
CFO
168
CVA Family Office
Colorado
$511
S
169
SignatureFD
Georgia
$511 +$495 +10 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$205 +$198 +4 New
SFC
171
Strategic Financial Concepts
Texas
-$18.4K -52,324 Closed
Citadel Advisors
172
Citadel Advisors
Florida
-$731K -15,420 Closed
GCP
173
GSA Capital Partners
United Kingdom
-$463K -9,761 Closed
NFSG
174
Newbridge Financial Services Group
Florida
-$26.9K -568 Closed
AWM
175
Avior Wealth Management
Nebraska
-$15.4K -325 Closed