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Fidelity MSCI Consumer Staples Index ETF

53 hedge funds and large institutions have $46.8M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

6.7% less ownership

Funds ownership: 24.79%18.09% (-6.7%)

7% less funds holding

Funds holding: 5753 (-4)

31% less capital invested

Capital invested by funds: $68.2M → $46.8M (-$21.5M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$6.44M +$519K +16,887 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.98M +$944K +30,738 +24%
ASN
3
Advisory Services Network
Georgia
$4.54M +$1.76M +57,456 +69%
Lido Advisors
4
Lido Advisors
California
$4.08M +$482K +15,698 +14%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.03M
SB
6
Suntrust Banks
Georgia
$2.61M +$182K +5,941 +8%
ST
7
Spinnaker Trust
Maine
$2.47M +$44.7K +1,454 +2%
RW
8
Rand Wealth
Maryland
$2.06M +$187K +6,080 +10%
Goldman Sachs
9
Goldman Sachs
New York
$1.29M -$14M -456,500 -92%
ECM
10
Exchange Capital Management
Michigan
$1.26M +$164K +5,326 +15%
Ameriprise
11
Ameriprise
Minnesota
$1.04M -$108K -3,521 -10%
Bank of America
12
Bank of America
North Carolina
$944K +$2.95K +96 +0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$943K -$2.35M -76,506 -72%
BCI
14
Brinker Capital Investments
Pennsylvania
$817K +$70.7K +2,303 +10%
SPC
15
Sigma Planning Corp
Michigan
$812K -$118K -3,840 -13%
Morgan Stanley
16
Morgan Stanley
New York
$736K +$226K +7,353 +45%
MA
17
Mutual Advisors
Nebraska
$717K +$60.3K +1,965 +9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$695K -$487K -15,846 -42%
AIM
19
Advantage Investment Management
Iowa
$662K -$5.19K -169 -0.8%
SCI
20
Stableford Capital II
Arizona
$629K +$3.69K +120 +0.6%
BCM
21
Beck Capital Management
Texas
$623K -$153K -4,985 -20%
AB
22
Atlas Brown
Kentucky
$617K -$78.1K -2,543 -12%
LA
23
Lynch & Associates
Indiana
$501K +$106K +3,450 +27%
GRP
24
Global Retirement Partners
California
$437K -$612K -19,936 -59%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375K +$23.6K +768 +7%