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Fidelity MSCI Consumer Staples Index ETF

130 hedge funds and large institutions have $392M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
46
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$126M 3,037,505 -594,218 -16%
FP
2
Financial Perspectives
Minnesota
$45.6M 1,897,193 +1,870,921 +7,121%
Lido Advisors
3
Lido Advisors
California
$20.8M 499,560 -12,029 -2%
Goldman Sachs
4
Goldman Sachs
New York
$16M 383,500
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.8M 306,845 -63,738 -17%
Bank of America
6
Bank of America
North Carolina
$12.5M 300,185 +115,975 +63%
MIS
7
Morningstar Investment Services
Illinois
$10.9M 259,984 +7,115 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.06M 217,811 -189,198 -46%
KAS
9
Kestra Advisory Services
Texas
$8.71M 209,317 -3,029 -1%
Truist Financial
10
Truist Financial
North Carolina
$8.65M 207,869 -280,542 -57%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.55M 205,763 -3,537 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.99M 191,997 -151,837 -44%
LWA
13
LWS Wealth Advisors
New Jersey
$7.88M 189,408 +5,350 +3%
FSC
14
Full Sail Capital
Oklahoma
$7.63M 181,170 -2,178 -1%
BFA
15
Beaumont Financial Advisors
Massachusetts
$7.58M 182,227 -29,868 -14%
MFM
16
Mirsky Financial Management
New York
$5.24M 125,861 -923 -0.7%
LPL Financial
17
LPL Financial
California
$4.14M 99,627 +18,194 +22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4M 96,156 +3,093 +3%
ASN
19
Advisory Services Network
Georgia
$3.6M 86,530 -19,282 -18%
CFP
20
Curran Financial Partners
South Carolina
$3.27M 78,596 +3,082 +4%
5L
21
55I LLC
Massachusetts
$3.02M 72,634 +3,388 +5%
HAS
22
HBW Advisory Services
California
$2.89M 69,426 -18,494 -21%
NAM
23
NorthCoast Asset Management
Connecticut
$2.84M 68,160 +68,160 New
FI
24
FormulaFolio Investments
Michigan
$2.76M 64,229 -643,778 -91%
UBS Group
25
UBS Group
Switzerland
$2.61M 62,835 -10,547 -14%