We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

92 hedge funds and large institutions have $171M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1.59% less ownership

Funds ownership: 35.18%33.59% (-1.6%)

3% less funds holding

Funds holding: 9592 (-3)

16% less capital invested

Capital invested by funds: $203M → $171M (-$31.8M)

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
29
Reduced
26
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$24.6M +$27.6M +761,490 New
FI
2
FormulaFolio Investments
Michigan
$14.6M +$16.3M +451,596 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M +$10.2M +281,910 +199%
Lido Advisors
4
Lido Advisors
California
$12.4M +$961K +26,564 +7%
Truist Financial
5
Truist Financial
North Carolina
$9.09M +$7.46M +206,282 +276%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.82M +$9.84M +271,893 New
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$7.28M +$7.24K +200 +0.1%
FSC
8
Full Sail Capital
Oklahoma
$6.59M +$6.91M +191,026 New
Bank of America
9
Bank of America
North Carolina
$6.29M -$2.43M -67,127 -26%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.17M -$15.7M -433,651 -69%
MFM
11
Mirsky Financial Management
New York
$3.42M +$132K +3,647 +4%
UBS Group
12
UBS Group
Switzerland
$3.3M +$3.5M +96,621 +1,822%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.09M -$226K -6,248 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.96M +$3.24M +89,630 +4,806%
ASN
15
Advisory Services Network
Georgia
$2.94M +$912K +25,194 +38%
Ameriprise
16
Ameriprise
Minnesota
$2.83M +$108K +2,985 +4%
LWA
17
LWS Wealth Advisors
New Jersey
$2.54M +$118K +3,264 +4%
MA
18
Mutual Advisors
Nebraska
$2.19M +$2.44M +67,555 New
SW
19
SVB Wealth
Massachusetts
$2.15M -$1.02M -28,199 -30%
Stifel Financial
20
Stifel Financial
Missouri
$2.1M +$218K +6,024 +10%
ST
21
Spinnaker Trust
Maine
$2.02M -$21.3K -590 -0.9%
5L
22
55I LLC
Massachusetts
$1.83M -$212K -5,860 -10%
DFG
23
Demars Financial Group
Washington
$1.83M +$80.2K +2,215 +4%
ACA
24
Atlas Capital Advisors
Wyoming
$1.64M +$712K +19,680 +64%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.5M -$37.3K -1,030 -2%