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Fidelity MSCI Consumer Staples Index ETF

46 hedge funds and large institutions have $58.3M invested in Fidelity MSCI Consumer Staples Index ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 4846 (-2)

9.53% less ownership

Funds ownership: 33.8%24.27% (-9.5%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

38% less capital invested

Capital invested by funds: $94.8M → $58.3M (-$36.5M)

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$14.6M +$2.6M +83,405 +22%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11M -$2.23M -71,743 -17%
BRCM
3
Bright Rock Capital Management
Massachusetts
$4.54M
CFD
4
Creative Financial Designs
Indiana
$4.04M +$4.03M +129,482 New
ST
5
Spinnaker Trust
Maine
$3.07M -$146K -4,697 -5%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$2.8M +$1.46M +46,851 +109%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.72M -$152K -4,889 -5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.73M -$6.48M -207,924 -79%
Citadel Advisors
9
Citadel Advisors
Florida
$1.27M +$1.04M +33,348 +461%
RW
10
Rand Wealth
Maryland
$1.23M +$25.2K +809 +2%
Morgan Stanley
11
Morgan Stanley
New York
$1.13M +$110K +3,538 +11%
Bank of America
12
Bank of America
North Carolina
$874K +$108K +3,470 +14%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$818K +$817K +26,210 New
AB
14
Atlas Brown
Kentucky
$814K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$792K +$31.7K +1,019 +4%
BCM
16
Beck Capital Management
Texas
$708K -$110K -3,544 -14%
TCM
17
Traynor Capital Management
Pennsylvania
$558K -$23K -738 -4%
LPL Financial
18
LPL Financial
California
$553K -$302K -9,699 -35%
AIM
19
Advantage Investment Management
Iowa
$442K
LNC
20
Lincoln National Corp
Pennsylvania
$435K -$147K -4,715 -25%
MFS
21
MSI Financial Services
Massachusetts
$423K -$16.6K -533 -4%
Jane Street
22
Jane Street
New York
$385K -$1.29M -41,340 -77%
BRWA
23
B. Riley Wealth Advisors
Florida
$385K +$384K +12,323 New
IA
24
IFP Advisors
Florida
$362K -$162K -5,210 -31%
SPC
25
Sigma Planning Corp
Michigan
$350K -$191K -6,135 -35%