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Fidelity MSCI Consumer Staples Index ETF

127 hedge funds and large institutions have $264M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

1.4% less ownership

Funds ownership: 34.67%33.27% (-1.4%)

5% less capital invested

Capital invested by funds: $279M → $264M (-$14.7M)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
1
Morningstar Investment Services
Illinois
$38.8M +$646K +14,944 +2%
Charles Schwab
2
Charles Schwab
California
$30.3M +$1.04M +23,976 +3%
Lido Advisors
3
Lido Advisors
California
$27.9M +$1.19M +27,437 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.9M +$538K +12,442 +4%
Bank of America
5
Bank of America
North Carolina
$12.7M -$505K -11,699 -4%
Truist Financial
6
Truist Financial
North Carolina
$12M +$1.46M +33,901 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11M +$330K +7,637 +3%
LPL Financial
8
LPL Financial
California
$9.63M +$2.06M +47,662 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.66M -$695K -16,089 -8%
FSC
10
Full Sail Capital
Oklahoma
$6.98M -$81.4K -1,885 -1%
Goldman Sachs
11
Goldman Sachs
New York
$5.11M
BCM
12
Brookstone Capital Management
Illinois
$5.03M -$20.1M -465,858 -80%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.64M +$190K +4,398 +4%
NAM
14
NorthCoast Asset Management
Connecticut
$4.43M +$1.03M +23,934 +29%
ACA
15
Atlas Capital Advisors
Wyoming
$3.84M +$3.22M +74,584 +436%
HAS
16
HBW Advisory Services
California
$3.79M +$2.03M +47,006 +108%
ASN
17
Advisory Services Network
Georgia
$3.7M -$45.6K -1,056 -1%
CFP
18
Curran Financial Partners
South Carolina
$3.53M +$83.9K +1,942 +2%
5L
19
55I LLC
Massachusetts
$3.12M +$22.2K +513 +0.7%
UBS Group
20
UBS Group
Switzerland
$2.66M -$9.29K -215 -0.3%
BFA
21
Beaumont Financial Advisors
Massachusetts
$2.45M +$141K +3,273 +6%
FP
22
Financial Perspectives
Minnesota
$2.3M +$70.9K +1,641 +3%
KAS
23
Kestra Advisory Services
Texas
$2.29M -$417K -9,646 -15%
Morgan Stanley
24
Morgan Stanley
New York
$1.98M +$629K +14,554 +44%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.72M +$768K +17,775 +76%