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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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

59% more capital invested

Capital invested by funds: $219M → $348M (+$130M)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

10.28% more ownership

Funds ownership: 34.17%44.45% (+10%)

9% more funds holding

Funds holding: 107117 (+10)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.36%
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 Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$99.5M +$70.7M +1,880,505 +258%
FI
2
FormulaFolio Investments
Michigan
$33.5M +$7.52M +200,051 +29%
Lido Advisors
3
Lido Advisors
California
$16.5M +$307K +8,176 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M -$2.27M -60,341 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$9.15M +243,199 +153%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.6M +$3.29M +87,458 +30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.5M +$7.3M +194,139 +105%
AWMS
8
Advocacy Wealth Management Services
Georgia
$11.2M +$6.31M +167,883 +137%
Truist Financial
9
Truist Financial
North Carolina
$10.1M +$7.19M +191,166 +263%
MIS
10
Morningstar Investment Services
Illinois
$9.19M +$9.15M +243,322 New
BFA
11
Beaumont Financial Advisors
Massachusetts
$8.97M -$3.66M -97,224 -29%
FSC
12
Full Sail Capital
Oklahoma
$7.28M -$72.5K -1,928 -1%
Bank of America
13
Bank of America
North Carolina
$7.15M -$134K -3,563 -2%
LWA
14
LWS Wealth Advisors
New Jersey
$6.87M -$76.4K -2,031 -1%
MFM
15
Mirsky Financial Management
New York
$4.89M +$103K +2,751 +2%
Ameriprise
16
Ameriprise
Minnesota
$4.5M +$831K +22,092 +23%
KAS
17
Kestra Advisory Services
Texas
$3.98M +$3.88M +103,131 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$3.68M +$1.43M +38,069 +65%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.56M -$148K -3,940 -4%
ASN
20
Advisory Services Network
Georgia
$3.13M +$5.42K +144 +0.2%
UBS Group
21
UBS Group
Switzerland
$2.89M -$327K -8,702 -10%
LPL Financial
22
LPL Financial
California
$2.77M +$856K +22,762 +46%
5L
23
55I LLC
Massachusetts
$2.74M +$767K +20,398 +40%
Wells Fargo
24
Wells Fargo
California
$2.5M +$1.41M +37,448 +134%
ETC
25
Exchange Traded Concepts
Oklahoma
$2.23M +$2.2M +58,486 New