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Fidelity MSCI Consumer Staples Index ETF

67 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

165% more capital invested

Capital invested by funds: $46.8M → $124M (+$77.2M)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

26% more funds holding

Funds holding: 5367 (+14)

19.03% more ownership

Funds ownership: 18.09%37.11% (+19%)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
16
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
$26M +$25.7M +793,439 +11,507%
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.7M +$24.6M +759,738 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$8.43M +$5.29M +163,020 +170%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$6.98M +$260K +8,028 +4%
Lido Advisors
5
Lido Advisors
California
$6.5M +$2.23M +68,882 +53%
Wells Fargo
6
Wells Fargo
California
$4.78M +$4.67M +143,974 +5,220%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.32M +$4.3M +132,631 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.88M -$1.31M -40,321 -25%
ASN
9
Advisory Services Network
Georgia
$3.71M -$881K -27,167 -19%
ST
10
Spinnaker Trust
Maine
$3.13M +$554K +17,082 +22%
SB
11
Suntrust Banks
Georgia
$2.7M +$93.3K +2,877 +3%
RW
12
Rand Wealth
Maryland
$2.23M +$71.2K +2,196 +3%
NR
13
Newfound Research
Massachusetts
$2.08M +$2.07M +63,836 New
Morgan Stanley
14
Morgan Stanley
New York
$1.74M +$969K +29,870 +127%
Jane Street
15
Jane Street
New York
$1.7M +$1.69M +52,144 New
Goldman Sachs
16
Goldman Sachs
New York
$1.63M +$285K +8,792 +21%
ECM
17
Exchange Capital Management
Michigan
$1.28M -$26.6K -819 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.26M +$1.26M +38,858 New
LNC
19
Lincoln National Corp
Pennsylvania
$1.11M +$798K +24,603 +262%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.1M +$244K +7,517 +29%
Ameriprise
21
Ameriprise
Minnesota
$1.05M -$37.1K -1,145 -3%
Bank of America
22
Bank of America
North Carolina
$984K -$649 -20 -0.1%
VF
23
Virtu Financial
New York
$975K +$972K +29,949 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$935K -$48K -1,479 -5%
SPC
25
Sigma Planning Corp
Michigan
$801K -$45.6K -1,405 -5%