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Fidelity MSCI Consumer Staples Index ETF

57 hedge funds and large institutions have $114M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0% more capital invested

Capital invested by funds: $113M → $114M (+$373K)

0.03% more ownership

Funds ownership: 37.31%37.34% (+0.03%)

0% more funds holding

Funds holding: 5757 (0)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
20
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
$23.3M +$678K +20,557 +3%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M +$1.7M +51,467 +9%
Goldman Sachs
3
Goldman Sachs
New York
$16.3M -$23.1K -701 -0.1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.32M +$294K +8,920 +5%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$5.68M +$128K +3,883 +2%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.79M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.07M -$740K -22,432 -19%
ST
8
Spinnaker Trust
Maine
$2.91M -$69.3K -2,102 -2%
ASN
9
Advisory Services Network
Georgia
$2.6M -$382K -11,574 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.49M -$285K -8,659 -10%
SB
11
Suntrust Banks
Georgia
$2.12M +$755K +22,895 +54%
Lido Advisors
12
Lido Advisors
California
$2.07M +$730K +22,140 +52%
NR
13
Newfound Research
Massachusetts
$2.02M +$1.61M +48,832 +364%
RW
14
Rand Wealth
Maryland
$1.93M -$12.7K -386 -0.6%
BCM
15
Beck Capital Management
Texas
$1.52M +$151K +4,569 +11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.29M +$1.31M +39,782 New
CFD
17
Creative Financial Designs
Indiana
$1.09M +$387K +11,743 +53%
Morgan Stanley
18
Morgan Stanley
New York
$1.07M -$199K -6,035 -15%
Bank of America
19
Bank of America
North Carolina
$983K +$12K +363 +1%
SPC
20
Sigma Planning Corp
Michigan
$743K -$243K -7,375 -24%
BCI
21
Brinker Capital Investments
Pennsylvania
$735K +$564K +17,110 +308%
GRP
22
Global Retirement Partners
California
$728K +$45.5K +1,379 +7%
AB
23
Atlas Brown
Kentucky
$704K -$40.8K -1,239 -5%
Ameriprise
24
Ameriprise
Minnesota
$662K +$333K +10,100 +98%
ECM
25
Exchange Capital Management
Michigan
$570K +$579K +17,572 New