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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$23K +$101 +2 +0.4%
MWM
152
Mascoma Wealth Management
New Hampshire
$21K
HNB
153
Huntington National Bank
Ohio
$20.6K
GGI
154
Godsey & Gibb Inc
Virginia
$19.8K
MIA
155
MeadowBrook Investment Advisors
Michigan
$19.2K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$15.7K +$16.3K +321 New
GCM
157
Gables Capital Management
Florida
$15.2K
HWA
158
Heritage Wealth Advisors
Virginia
$11.9K
CTA
159
Colonial Trust Advisors
South Carolina
$11.2K +$51 +1 +0.4%
AG
160
AmeriFlex Group
Nevada
$10.8K +$10.8K +214 New
PCA
161
PMV Capital Advisers
Texas
$9.94K +$10.2K +201 New
EW
162
Element Wealth
Mississippi
$8.64K +$51 +1 +0.6%
ME
163
McIlrath & Eck
Washington
$7.86K
1IA
164
1620 Investment Advisors
Massachusetts
$5.83K
BCMLT
165
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.77K +$51 +1 +0.9%
HWM
166
HighMark Wealth Management
Minnesota
$5.47K +$5.62K +111 New
CA
167
Continuum Advisory
Idaho
$5.14K
CWP
168
Concord Wealth Partners
Virginia
$4.97K +$5.12K +101 New
William Blair & Company
169
William Blair & Company
Illinois
$4.89K -$9.17K -181 -65%
ACA
170
Aptus Capital Advisors
Alabama
$3.61K
SIS
171
Sound Income Strategies
Florida
$2.92K
PFA
172
Pillar Financial Advisors
Kentucky
$2.82K +$2.89K +57 New
EWA
173
EverSource Wealth Advisors
Alabama
$2.47K +$2.53K +50 New
GIA
174
GHP Investment Advisors
Colorado
$1.98K +$2.03K +40 New
WWM
175
Wolff Wiese Magana
California
$1.53K