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Fidelity MSCI Consumer Staples Index ETF

79 hedge funds and large institutions have $257M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $230M → $257M (+$26.9M)

11% more funds holding

Funds holding: 7179 (+8)

0.2% less ownership

Funds ownership: 48.97%48.77% (-0.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
34
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$88.4M -$2.12M -61,703 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M -$679K -19,760 -3%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.1M +$309K +8,983 +2%
FI
4
FormulaFolio Investments
Michigan
$14.6M +$536K +15,616 +4%
Lido Advisors
5
Lido Advisors
California
$11.5M +$1.17M +34,149 +11%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$8.15M +$4.25M +123,631 +112%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$7.88M +$202K +5,877 +3%
Bank of America
8
Bank of America
North Carolina
$6.67M -$255K -7,415 -4%
KCM
9
Karp Capital Management
California
$5.59M +$5.53M +161,035 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.34M -$1.88M -54,668 -26%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.51M +$208K +6,049 +5%
SW
12
SVB Wealth
Massachusetts
$3.66M +$3.61M +105,140 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.65M +$697K +20,308 +24%
MFM
14
Mirsky Financial Management
New York
$3.23M +$81.2K +2,363 +3%
ASN
15
Advisory Services Network
Georgia
$3.15M +$799K +23,254 +35%
SB
16
Suntrust Banks
Georgia
$3.02M -$31.1K -906 -0.9%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.88M +$826K +24,061 +41%
ST
18
Spinnaker Trust
Maine
$2.74M +$148K +4,313 +6%
Ameriprise
19
Ameriprise
Minnesota
$2.16M -$235K -6,851 -10%
Morgan Stanley
20
Morgan Stanley
New York
$2.16M -$185K -5,395 -8%
SCP
21
Silverleafe Capital Partners
Tennessee
$2.14M +$21.1K +614 +1%
Stifel Financial
22
Stifel Financial
Missouri
$2.12M -$18.4K -535 -0.9%
NR
23
Newfound Research
Massachusetts
$1.92M +$625K +18,186 +49%
LNC
24
Lincoln National Corp
Pennsylvania
$1.68M +$583K +16,961 +54%
CWG
25
Cornerstone Wealth Group
North Carolina
$1.65M +$1.63M +47,497 New