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Fidelity MSCI Consumer Staples Index ETF

107 hedge funds and large institutions have $219M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $171M → $219M (+$47.5M)

16% more funds holding

Funds holding: 92107 (+15)

0.58% more ownership

Funds ownership: 33.59%34.17% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
34
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$25.4M -$1.17M -33,799 -4%
FI
2
FormulaFolio Investments
Michigan
$23.7M +$7.85M +226,717 +50%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M +$2.28M +65,898 +16%
Lido Advisors
4
Lido Advisors
California
$14.8M +$1.37M +39,704 +10%
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.6M +$11M +317,390 +2,105%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.3M +$774K +22,354 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$7.61M +$7.28M +210,214 +2,610%
FSC
8
Full Sail Capital
Oklahoma
$7.21M -$58.8K -1,698 -0.9%
Bank of America
9
Bank of America
North Carolina
$6.66M -$128K -3,686 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.47M -$180K -5,205 -3%
LWA
11
LWS Wealth Advisors
New Jersey
$6.34M +$3.58M +103,399 +132%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$6.01M -$1.82M -52,603 -23%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$5.46M +157,853 +12,115%
MFM
14
Mirsky Financial Management
New York
$4.37M +$682K +19,710 +19%
AWMS
15
Advocacy Wealth Management Services
Georgia
$4.29M +$4.26M +122,953 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.39M +$52.1K +1,506 +2%
Ameriprise
17
Ameriprise
Minnesota
$3.22M +$299K +8,640 +10%
UBS Group
18
UBS Group
Switzerland
$2.95M -$602K -17,403 -17%
ASN
19
Advisory Services Network
Georgia
$2.86M -$305K -8,818 -10%
Macquarie Group
20
Macquarie Group
Australia
$2.66M +$2.64M +76,376 New
Truist Financial
21
Truist Financial
North Carolina
$2.54M -$7.21M -208,133 -74%
Goldman Sachs
22
Goldman Sachs
New York
$2.34M +$1.33M +38,416 +134%
AWA
23
Arkadios Wealth Advisors
Georgia
$2.05M +$384K +11,104 +25%
FHA
24
Flagship Harbor Advisors
Massachusetts
$2.04M +$824K +23,806 +69%
ST
25
Spinnaker Trust
Maine
$2.02M -$158K -4,552 -7%