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Fidelity MSCI Consumer Staples Index ETF

57 hedge funds and large institutions have $68.2M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

5% less funds holding

Funds holding: 6057 (-3)

13.9% less ownership

Funds ownership: 38.68%24.79% (-14%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

48% less capital invested

Capital invested by funds: $130M → $68.2M (-$61.8M)

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$15.8M
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$6.01M +$161K +4,850 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.09M -$14.6K -440 -0.3%
Lido Advisors
4
Lido Advisors
California
$3.65M +$1.28M +38,410 +50%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.38M -$770K -23,176 -18%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.03M -$4.78M -144,010 -60%
Citadel Advisors
7
Citadel Advisors
Florida
$2.95M +$3.08M +92,866 New
ASN
8
Advisory Services Network
Georgia
$2.65M -$369K -11,121 -12%
SB
9
Suntrust Banks
Georgia
$2.48M +$56.4K +1,697 +2%
ST
10
Spinnaker Trust
Maine
$2.47M +$3.59K +108 +0.1%
RW
11
Rand Wealth
Maryland
$1.91M -$172K -5,170 -8%
Jane Street
12
Jane Street
New York
$1.57M +$993K +29,891 +153%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.21M +$543K +16,345 +75%
Ameriprise
14
Ameriprise
Minnesota
$1.17M +$404K +12,153 +49%
ECM
15
Exchange Capital Management
Michigan
$1.11M +$357K +10,756 +44%
GRP
16
Global Retirement Partners
California
$1.08M +$102K +3,065 +10%
Bank of America
17
Bank of America
North Carolina
$957K +$14.2K +427 +1%
SPC
18
Sigma Planning Corp
Michigan
$947K -$5.02M -151,183 -84%
BCM
19
Beck Capital Management
Texas
$792K -$744K -22,409 -47%
BCI
20
Brinker Capital Investments
Pennsylvania
$758K +$6.58K +198 +0.8%
AB
21
Atlas Brown
Kentucky
$694K +$6.21K +187 +0.9%
AIM
22
Advantage Investment Management
Iowa
$678K +$138K +4,142 +24%
MA
23
Mutual Advisors
Nebraska
$667K +$698K +21,017 New
SAM
24
Shamrock Asset Management
Texas
$642K +$710K +21,370 New
SCI
25
Stableford Capital II
Arizona
$635K -$289K -8,718 -30%