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Fidelity MSCI Consumer Staples Index ETF

49 hedge funds and large institutions have $97.5M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $58.3M → $97.5M (+$39.1M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11.03% more ownership

Funds ownership: 24.27%35.3% (+11%)

7% more funds holding

Funds holding: 4649 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.3M +$19.9M +614,191 +13,520%
BFA
2
Beaumont Financial Advisors
Massachusetts
$16.5M +$16.2M +501,859 New
Goldman Sachs
3
Goldman Sachs
New York
$15.5M +$151K +4,660 +1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$5.99M +$4.11M +127,175 +231%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$5.04M +$2.05M +63,339 +70%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.78M
ASN
7
Advisory Services Network
Georgia
$3.12M +$3.07M +94,939 New
ST
8
Spinnaker Trust
Maine
$2.97M -$260K -8,034 -8%
Morgan Stanley
9
Morgan Stanley
New York
$2.75M +$1.53M +47,396 +131%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.65M -$8.81M -272,464 -77%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.56M -$304K -9,411 -11%
SG Americas Securities
12
SG Americas Securities
New York
$2.24M +$2.2M +68,033 New
RW
13
Rand Wealth
Maryland
$1.77M +$468K +14,484 +37%
Lido Advisors
14
Lido Advisors
California
$1.09M +$776K +24,003 +270%
Bank of America
15
Bank of America
North Carolina
$919K -$1.78K -55 -0.2%
LNC
16
Lincoln National Corp
Pennsylvania
$807K +$343K +10,621 +76%
AB
17
Atlas Brown
Kentucky
$796K -$41.4K -1,279 -5%
BCM
18
Beck Capital Management
Texas
$718K -$28.2K -871 -4%
CFD
19
Creative Financial Designs
Indiana
$713K -$3.49M -107,781 -83%
GRP
20
Global Retirement Partners
California
$674K +$664K +20,520 New
SPC
21
Sigma Planning Corp
Michigan
$493K +$122K +3,782 +34%
AIM
22
Advantage Investment Management
Iowa
$463K -$3.1K -96 -0.7%
TCM
23
Traynor Capital Management
Pennsylvania
$441K -$138K -4,266 -24%
IA
24
IFP Advisors
Florida
$421K +$39.1K +1,208 +10%
FA
25
FMA Advisory
Pennsylvania
$358K +$352K +10,892 New