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Fidelity MSCI Consumer Staples Index ETF

93 hedge funds and large institutions have $290M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7993 (+14)

13% more capital invested

Capital invested by funds: $257M → $290M (+$33M)

2.4% less ownership

Funds ownership: 48.77%46.37% (-2.4%)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
26
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
$106M +$12.7M +353,814 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.9M -$2.04M -56,738 -8%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.2M -$1.97M -54,906 -9%
Lido Advisors
4
Lido Advisors
California
$13.2M +$1.01M +28,172 +8%
Bank of America
5
Bank of America
North Carolina
$9.52M +$2.45M +68,343 +36%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$9.05M +$465K +12,940 +6%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$8.23M -$64.4K -1,792 -0.8%
RWP
8
RWA Wealth Partners
Massachusetts
$7.17M +$7.03M +195,830 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.01M +$1.37M +38,075 +25%
KCM
10
Karp Capital Management
California
$6.62M +$710K +19,770 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.74M -$25.5K -709 -0.5%
Jane Street
12
Jane Street
New York
$4.7M +$4.61M +128,435 New
PCS
13
Personal CFO Solutions
New Jersey
$3.96M +$3.89M +108,245 New
SW
14
SVB Wealth
Massachusetts
$3.55M -$295K -8,212 -8%
MFM
15
Mirsky Financial Management
New York
$3.42M +$22.2K +619 +0.7%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.41M +$369K +10,275 +12%
ASN
17
Advisory Services Network
Georgia
$3.15M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.11M -$721K -20,081 -19%
SB
19
Suntrust Banks
Georgia
$2.96M -$71.6K -1,992 -2%
ST
20
Spinnaker Trust
Maine
$2.89M +$4.92K +137 +0.2%
Ameriprise
21
Ameriprise
Minnesota
$2.69M +$391K +10,892 +17%
SCP
22
Silverleafe Capital Partners
Tennessee
$2.37M +$113K +3,137 +5%
Stifel Financial
23
Stifel Financial
Missouri
$2.19M -$32.4K -903 -1%
CWG
24
Cornerstone Wealth Group
North Carolina
$1.95M +$203K +5,652 +12%
NR
25
Newfound Research
Massachusetts
$1.94M -$73.5K -2,046 -4%