We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

95 hedge funds and large institutions have $203M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

2% more funds holding

Funds holding: 9395 (+2)

11.19% less ownership

Funds ownership: 46.37%35.18% (-11%)

30% less capital invested

Capital invested by funds: $290M → $203M (-$86.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
32
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$30.6M -$76.7M -2,085,219 -72%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M -$2M -54,453 -8%
BFA
3
Beaumont Financial Advisors
Massachusetts
$17.7M -$3M -81,518 -15%
Lido Advisors
4
Lido Advisors
California
$13.5M -$69.1K -1,879 -0.5%
Bank of America
5
Bank of America
North Carolina
$9.87M +$59K +1,604 +0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$8.52M -$780K -21,206 -9%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$8.47M -$1.03K -28 -0%
KCM
8
Karp Capital Management
California
$7.11M +$289K +7,846 +4%
RWP
9
RWA Wealth Partners
Massachusetts
$6.49M -$869K -23,609 -12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.33M -$1.85M -50,240 -26%
MFM
11
Mirsky Financial Management
New York
$3.84M +$315K +8,552 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.84M +$618K +16,799 +20%
SW
13
SVB Wealth
Massachusetts
$3.57M -$83.7K -2,274 -2%
Ameriprise
14
Ameriprise
Minnesota
$3.18M +$405K +10,998 +15%
LWA
15
LWS Wealth Advisors
New Jersey
$2.84M +$2.77M +75,266 New
Truist Financial
16
Truist Financial
North Carolina
$2.81M +$2.75M +74,653 New
ASN
17
Advisory Services Network
Georgia
$2.47M -$920K -25,009 -28%
ST
18
Spinnaker Trust
Maine
$2.37M -$591K -16,073 -20%
SCP
19
Silverleafe Capital Partners
Tennessee
$2.35M -$84.4K -2,294 -4%
5L
20
55I LLC
Massachusetts
$2.22M +$966K +26,263 +80%
Stifel Financial
21
Stifel Financial
Missouri
$2.22M -$38.5K -1,047 -2%
AG
22
Advisor Group
Arizona
$2.14M +$440K +11,953 +27%
NR
23
Newfound Research
Massachusetts
$2.08M +$80.6K +2,192 +4%
DFG
24
Demars Financial Group
Washington
$2.04M +$2M +54,235 New
Morgan Stanley
25
Morgan Stanley
New York
$1.93M +$182K +4,953 +11%