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Fidelity MSCI Consumer Staples Index ETF

31 hedge funds and large institutions have $81.2M invested in Fidelity MSCI Consumer Staples Index ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $71.9M → $81.2M (+$9.23M)

10.04% more ownership

Funds ownership: 45.92%55.96% (+10%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.6M +$32.4M +1,095,887 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$14.9M -$18.8M -635,931 -56%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$13.8M +$558K +18,891 +4%
BRCM
4
Bright Rock Capital Management
Massachusetts
$4.18M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.34M +$754K +25,511 +46%
Goldman Sachs
6
Goldman Sachs
New York
$1.98M -$2.59M -87,611 -56%
SPC
7
Sigma Planning Corp
Michigan
$1.94M -$230K -7,793 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.65M +$431K +14,583 +34%
LPL Financial
9
LPL Financial
California
$1.58M -$266K -9,004 -14%
RW
10
Rand Wealth
Maryland
$1.47M +$129K +4,353 +9%
GA
11
Giralda Advisors
New York
$1.34M +$685K +23,183 +100%
ACM
12
Argentus Capital Management
Texas
$1.19M -$100K -3,394 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$769K +$537K +18,151 +214%
BCM
14
Beck Capital Management
Texas
$616K -$84.4K -2,855 -12%
ASN
15
Advisory Services Network
Georgia
$492K -$46.3K -1,566 -9%
LA
16
Lynch & Associates
Indiana
$238K +$27.8K +939 +13%
AB
17
Atlas Brown
Kentucky
$222K +$216K +7,297 New
Jane Street
18
Jane Street
New York
$205K -$690K -23,326 -77%
AIG
19
American International Group
New York
$147K +$25.8K +872 +21%
Bank of America
20
Bank of America
North Carolina
$120K +$91.8K +3,104 +298%
FA
21
FMA Advisory
Pennsylvania
$115K +$118K +3,975 New
UBS Group
22
UBS Group
Switzerland
$62K -$1.54K -52 -2%
MAA
23
Managed Account Advisors
New Jersey
$60K -$29.1K -984 -32%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$29K +$30K +1,015 New
AIM
25
Advantage Investment Management
Iowa
$28K +$5K +169 +21%