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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
BLC
176
Brown, Lisle/Cummings
Rhode Island
$1.14K
PWA
177
Physician Wealth Advisors
Utah
$1.14K +$1.17K +23 New
GWM
178
Geneos Wealth Management
Colorado
$1.04K
CFO
179
CVA Family Office
Colorado
$494
NS
180
NBC Securities
Alabama
$409 -$420K -8,284 -100%
PFBT
181
Parkside Financial Bank & Trust
Missouri
$198
IAIM
182
International Assets Investment Management
Florida
-$3.68K -259,106 Closed
ERWM
183
Elk River Wealth Management
Colorado
-$3.04M -59,643 Closed
Prudential Financial
184
Prudential Financial
New Jersey
-$1.82M -35,613 Closed
IOOF
185
Independent Order of Foresters
Ontario, Canada
-$1.32M -25,886 Closed
Macquarie Group
186
Macquarie Group
Australia
-$1.32M -25,886 Closed
AWMS
187
Advocacy Wealth Management Services
Georgia
-$948K -18,573 Closed
CWM
188
Congress Wealth Management
Massachusetts
-$345K -6,755 Closed
LA
189
LexAurum Advisors
Kansas
-$229K -4,491 Closed
IFG
190
Independent Financial Group
California
-$214K -4,197 Closed
OIA
191
OneDigital Investment Advisors
Kansas
-$213K -4,180 Closed
CJL
192
Cyrus J. Lawrence
New York
-$31K -623 Closed
Simplex Trading
193
Simplex Trading
Illinois
-$30K -600 Closed
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
-$23.3K -456 Closed
CPG
195
Cornerstone Planning Group
New Jersey
-$3.33K -67 Closed
TWC
196
TD Waterhouse Canada
Ontario, Canada
-$815 -16 Closed
S
197
SignatureFD
Georgia
-$511 -10 Closed