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Fidelity MSCI Consumer Staples Index ETF

60 hedge funds and large institutions have $130M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

15% more capital invested

Capital invested by funds: $114M → $130M (+$16.5M)

5% more funds holding

Funds holding: 5760 (+3)

1.34% more ownership

Funds ownership: 37.34%38.68% (+1.3%)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
17
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
$23.7M -$931K -28,157 -4%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.6M -$1.25M -37,727 -6%
Goldman Sachs
3
Goldman Sachs
New York
$17.1M -$183K -5,530 -1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$8.23M +$1.49M +45,030 +23%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$6.33M +$311K +9,412 +5%
SPC
6
Sigma Planning Corp
Michigan
$6.21M +$5.22M +158,104 +690%
BRCM
7
Bright Rock Capital Management
Massachusetts
$5.07M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.46M +$1.16M +35,049 +37%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.44M +$1.74M +52,627 +69%
ASN
10
Advisory Services Network
Georgia
$3.25M +$473K +14,317 +18%
ST
11
Spinnaker Trust
Maine
$2.66M -$404K -12,231 -14%
Lido Advisors
12
Lido Advisors
California
$2.63M +$393K +11,886 +18%
SB
13
Suntrust Banks
Georgia
$2.62M +$367K +11,120 +17%
NR
14
Newfound Research
Massachusetts
$2.4M +$256K +7,761 +12%
RW
15
Rand Wealth
Maryland
$2.24M +$195K +5,886 +10%
BCM
16
Beck Capital Management
Texas
$1.75M +$89.5K +2,709 +6%
GRP
17
Global Retirement Partners
California
$1.06M +$277K +8,394 +37%
Bank of America
18
Bank of America
North Carolina
$1.02M -$19.8K -598 -2%
Morgan Stanley
19
Morgan Stanley
New York
$1.01M -$119K -3,607 -11%
Ameriprise
20
Ameriprise
Minnesota
$1.01M +$142K +4,288 +21%
SCI
21
Stableford Capital II
Arizona
$986K +$412K +12,477 +77%
ECM
22
Exchange Capital Management
Michigan
$829K +$218K +6,602 +38%
BCI
23
Brinker Capital Investments
Pennsylvania
$813K +$33.6K +1,017 +4%
AB
24
Atlas Brown
Kentucky
$764K -$793 -24 -0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$747K -$595K -18,008 -45%