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Fidelity MSCI Consumer Staples Index ETF

46 hedge funds and large institutions have $132M invested in Fidelity MSCI Consumer Staples Index ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

202% more capital invested

Capital invested by funds: $43.8M → $132M (+$88.4M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

35% more funds holding

Funds holding: 3446 (+12)

24.61% more ownership

Funds ownership: 30.68%55.29% (+25%)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
17
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.4M +$37.1M +1,242,553 +2,058%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$26.4M +$15.4M +515,773 +144%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20M +$4.7M +157,505 +31%
Goldman Sachs
4
Goldman Sachs
New York
$12.7M +$12.5M +419,675 New
TPWA
5
TRUE Private Wealth Advisors
Oregon
$7.75M +$7.64M +256,004 New
LPL Financial
6
LPL Financial
California
$5.68M +$3.91M +130,916 +224%
BRCM
7
Bright Rock Capital Management
Massachusetts
$4.25M -$125K -4,200 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.5M +$2.09M +70,103 +569%
ACM
9
Argentus Capital Management
Texas
$1.5M +$1.44M +48,323 +4,446%
RW
10
Rand Wealth
Maryland
$1.44M -$57.8K -1,936 -4%
GA
11
Giralda Advisors
New York
$1.4M -$487K -16,338 -26%
HFA
12
High Falls Advisors
New York
$1.19M +$1.17M +39,133 New
VKH
13
Virtu KCG Holdings
New York
$1M +$989K +33,144 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$857K +$351K +11,766 +71%
ASN
15
Advisory Services Network
Georgia
$620K +$127K +4,244 +26%
BCM
16
Beck Capital Management
Texas
$555K -$5.04K -169 -0.9%
Bank of America
17
Bank of America
North Carolina
$553K -$94.8K -3,176 -15%
SAM
18
Shamrock Asset Management
Texas
$468K +$315K +10,570 +217%
SPC
19
Sigma Planning Corp
Michigan
$355K -$1.38M -46,372 -80%
Citadel Advisors
20
Citadel Advisors
Florida
$347K +$342K +11,466 New
AB
21
Atlas Brown
Kentucky
$340K +$84.9K +2,846 +33%
FI
22
FormulaFolio Investments
Michigan
$294K +$290K +9,711 New
MFS
23
MSI Financial Services
Massachusetts
$290K +$219K +7,329 +325%
PFS
24
Prospera Financial Services
Texas
$290K +$286K +9,594 New
TCM
25
Traynor Capital Management
Pennsylvania
$280K +$277K +9,280 New