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Fidelity MSCI Consumer Staples Index ETF

82 hedge funds and large institutions have $195M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

58% more capital invested

Capital invested by funds: $124M → $195M (+$71.3M)

22% more funds holding

Funds holding: 6782 (+15)

8.46% more ownership

Funds ownership: 37.11%45.57% (+8.5%)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
30
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$80.3M +$85.9M +2,631,644 New
RWP
2
RWA Wealth Partners
Massachusetts
$9.84M +$10.5M +322,465 New
Lido Advisors
3
Lido Advisors
California
$7.84M +$1.88M +57,471 +29%
VF
4
Virtu Financial
New York
$7.2M +$6.73M +206,140 +688%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$6.63M +$99.7K +3,053 +1%
Bank of America
6
Bank of America
North Carolina
$6.6M +$6.08M +186,243 +616%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.59M +$5.04M +154,446 +538%
ASN
8
Advisory Services Network
Georgia
$5.17M +$1.82M +55,739 +49%
KCM
9
Karp Capital Management
California
$5.01M +$5.36M +164,167 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.56M -$3.57M -109,442 -42%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.09M +$481K +14,726 +12%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.88M -$170K -5,201 -4%
SB
13
Suntrust Banks
Georgia
$2.96M +$279K +8,538 +10%
SSW
14
Smith Shellnut Wilson
Mississippi
$2.91M +$3.12M +95,549 New
Citadel Advisors
15
Citadel Advisors
Florida
$2.9M +$1.83M +56,078 +144%
ST
16
Spinnaker Trust
Maine
$2.55M -$412K -12,618 -13%
NR
17
Newfound Research
Massachusetts
$2.31M +$386K +11,836 +19%
Stifel Financial
18
Stifel Financial
Missouri
$2.19M +$2.35M +71,910 New
SPC
19
Sigma Planning Corp
Michigan
$2.12M +$1.47M +45,033 +183%
Morgan Stanley
20
Morgan Stanley
New York
$2.04M +$433K +13,257 +25%
SCP
21
Silverleafe Capital Partners
Tennessee
$1.98M +$2.12M +64,898 New
BCI
22
Brinker Capital Investments
Pennsylvania
$1.66M +$676K +20,699 +61%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.56M +$1.67M +51,172 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.56M -$24.5M -749,261 -94%
Goldman Sachs
25
Goldman Sachs
New York
$1.53M +$1.11K +34 +0.1%