FSTA icon

Fidelity MSCI Consumer Staples Index ETF

117 hedge funds and large institutions have $348M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
27
Increased
40
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$99.5M 2,608,196 +1,880,505 +258%
FI
2
FormulaFolio Investments
Michigan
$33.5M 878,364 +200,051 +29%
Lido Advisors
3
Lido Advisors
California
$16.5M 432,597 +8,176 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M 428,778 -60,341 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$15.4M 402,355 +243,199 +153%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.6M 381,705 +87,458 +30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.5M 379,773 +194,139 +105%
AWMS
8
Advocacy Wealth Management Services
Georgia
$11.2M 290,836 +167,883 +137%
Truist Financial
9
Truist Financial
North Carolina
$10.1M 263,968 +191,166 +263%
MIS
10
Morningstar Investment Services
Illinois
$9.19M 243,322 +243,322 New
BFA
11
Beaumont Financial Advisors
Massachusetts
$8.98M 235,243 -97,224 -29%
FSC
12
Full Sail Capital
Oklahoma
$7.28M 187,400 -1,928 -1%
Bank of America
13
Bank of America
North Carolina
$7.15M 187,369 -3,563 -2%
LWA
14
LWS Wealth Advisors
New Jersey
$6.87M 179,898 -2,031 -1%
MFM
15
Mirsky Financial Management
New York
$4.89M 128,067 +2,751 +2%
Ameriprise
16
Ameriprise
Minnesota
$4.5M 117,852 +22,092 +23%
KAS
17
Kestra Advisory Services
Texas
$3.98M 103,131 +103,131 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$3.68M 96,540 +38,069 +65%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.56M 93,158 -3,940 -4%
ASN
20
Advisory Services Network
Georgia
$3.13M 82,145 +144 +0.2%
UBS Group
21
UBS Group
Switzerland
$2.89M 75,820 -8,702 -10%
LPL Financial
22
LPL Financial
California
$2.78M 72,723 +22,762 +46%
5L
23
55I LLC
Massachusetts
$2.74M 71,858 +20,398 +40%
Wells Fargo
24
Wells Fargo
California
$2.5M 65,385 +37,448 +134%
ETC
25
Exchange Traded Concepts
Oklahoma
$2.23M 58,486 +58,486 New