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.

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.88%
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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$30.6M 811,805 -2,085,219 -72%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M 624,490 -54,453 -8%
BFA
3
Beaumont Financial Advisors
Massachusetts
$17.7M 470,826 -81,518 -15%
Lido Advisors
4
Lido Advisors
California
$13.5M 358,153 -1,879 -0.5%
Bank of America
5
Bank of America
North Carolina
$9.87M 261,745 +1,604 +0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$8.52M 226,096 -21,206 -9%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$8.47M 224,810 -28 -0%
KCM
8
Karp Capital Management
California
$7.11M 188,651 +7,846 +4%
RWP
9
RWA Wealth Partners
Massachusetts
$6.49M 172,221 -23,609 -12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.33M 141,311 -50,240 -26%
MFM
11
Mirsky Financial Management
New York
$3.84M 101,959 +8,552 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.84M 101,840 +16,799 +20%
SW
13
SVB Wealth
Massachusetts
$3.57M 94,654 -2,274 -2%
Ameriprise
14
Ameriprise
Minnesota
$3.18M 84,135 +10,998 +15%
LWA
15
LWS Wealth Advisors
New Jersey
$2.84M 75,266 +75,266 New
Truist Financial
16
Truist Financial
North Carolina
$2.81M 74,653 +74,653 New
ASN
17
Advisory Services Network
Georgia
$2.47M 65,625 -25,009 -28%
ST
18
Spinnaker Trust
Maine
$2.37M 62,951 -16,073 -20%
SCP
19
Silverleafe Capital Partners
Tennessee
$2.35M 62,386 -2,294 -4%
5L
20
55I LLC
Massachusetts
$2.22M 58,917 +26,263 +80%
Stifel Financial
21
Stifel Financial
Missouri
$2.22M 58,911 -1,047 -2%
AG
22
Advisor Group
Arizona
$2.14M 56,806 +11,953 +27%
NR
23
Newfound Research
Massachusetts
$2.08M 55,303 +2,192 +4%
DFG
24
Demars Financial Group
Washington
$2.04M 54,235 +54,235 New
Morgan Stanley
25
Morgan Stanley
New York
$1.93M 51,322 +4,953 +11%