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Fidelity MSCI Consumer Staples Index ETF

71 hedge funds and large institutions have $230M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $195M → $230M (+$34.4M)

3.39% more ownership

Funds ownership: 45.57%48.97% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

13% less funds holding

Funds holding: 8271 (-11)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
71
Holders Change
-11
Holders Change %
-13.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
26
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$88.2M -$863K -26,731 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M +$22.7M +704,368 +1,379%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.3M +$19.3M +598,267 New
FI
4
FormulaFolio Investments
Michigan
$13.7M +$13M +403,486 New
Lido Advisors
5
Lido Advisors
California
$10.1M +$1.31M +40,509 +16%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$7.47M +$107K +3,314 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.05M +$2.39M +74,091 +55%
Bank of America
8
Bank of America
North Carolina
$6.75M -$557K -17,274 -8%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.18M -$125K -3,880 -3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.75M -$1.25M -38,718 -26%
MFM
11
Mirsky Financial Management
New York
$3.06M +$2.92M +90,425 New
SB
12
Suntrust Banks
Georgia
$3.05M +$91.9K +2,847 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.87M -$3.17M -98,355 -54%
ST
14
Spinnaker Trust
Maine
$2.52M -$294K -9,108 -11%
Ameriprise
15
Ameriprise
Minnesota
$2.34M +$948K +29,378 +74%
Morgan Stanley
16
Morgan Stanley
New York
$2.28M +$24K +744 +1%
ASN
17
Advisory Services Network
Georgia
$2.28M -$3.3M -102,220 -60%
Stifel Financial
18
Stifel Financial
Missouri
$2.06M -$339K -10,514 -15%
SCP
19
Silverleafe Capital Partners
Tennessee
$2.06M -$128K -3,969 -6%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.99M +$142K +4,393 +8%
Goldman Sachs
21
Goldman Sachs
New York
$1.7M -$1.1K -34 -0.1%
SPC
22
Sigma Planning Corp
Michigan
$1.41M -$899K -27,877 -40%
NR
23
Newfound Research
Massachusetts
$1.25M -$1.25M -38,701 -51%
ECM
24
Exchange Capital Management
Michigan
$1.1M -$184K -5,692 -15%
LNC
25
Lincoln National Corp
Pennsylvania
$1.07M +$310K +9,616 +44%