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Fidelity MSCI Consumer Staples Index ETF

57 hedge funds and large institutions have $113M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4957 (+8)

16% more capital invested

Capital invested by funds: $97.5M → $113M (+$15.7M)

2.01% more ownership

Funds ownership: 35.3%37.31% (+2%)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.1M +$2.67M +79,883 +13%
BFA
2
Beaumont Financial Advisors
Massachusetts
$19.4M +$2.88M +86,058 +17%
Goldman Sachs
3
Goldman Sachs
New York
$16.6M +$1.05M +31,437 +7%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.14M +$121K +3,609 +2%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$5.66M +$605K +18,108 +12%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.88M +$83.6K +2,500 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.87M +$1.32M +39,548 +51%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.62M +$3.32M +99,355 +963%
ST
9
Spinnaker Trust
Maine
$3.04M +$53.1K +1,588 +2%
ASN
10
Advisory Services Network
Georgia
$3.04M -$99.9K -2,989 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.82M +$156K +4,663 +6%
RW
12
Rand Wealth
Maryland
$1.97M +$201K +6,025 +11%
Lido Advisors
13
Lido Advisors
California
$1.41M +$329K +9,838 +30%
SB
14
Suntrust Banks
Georgia
$1.4M +$1.42M +42,461 New
BCM
15
Beck Capital Management
Texas
$1.38M +$610K +18,256 +84%
Morgan Stanley
16
Morgan Stanley
New York
$1.29M -$1.49M -44,472 -53%
LNC
17
Lincoln National Corp
Pennsylvania
$1.18M +$372K +11,133 +45%
SPC
18
Sigma Planning Corp
Michigan
$1M +$512K +15,317 +102%
Bank of America
19
Bank of America
North Carolina
$990K +$67.3K +2,014 +7%
Jane Street
20
Jane Street
New York
$870K +$881K +26,353 New
AB
21
Atlas Brown
Kentucky
$758K -$42.1K -1,260 -5%
CFD
22
Creative Financial Designs
Indiana
$727K +$10.1K +302 +1%
GRP
23
Global Retirement Partners
California
$697K +$19.1K +572 +3%
CA
24
Cetera Advisors
Colorado
$618K +$625K +18,706 New
AIM
25
Advantage Investment Management
Iowa
$473K +$8.06K +241 +2%