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Fidelity MSCI Consumer Staples Index ETF

135 hedge funds and large institutions have $325M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIS
1
Morningstar Investment Services
Illinois
$42.6M 913,839 +3,053 +0.3%
Charles Schwab
2
Charles Schwab
California
$34.7M 743,905 +18,937 +3%
Lido Advisors
3
Lido Advisors
California
$34.2M 732,501 +66,351 +10%
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$20.5M 438,870 +438,870 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.3M 326,939 +19,661 +6%
Bank of America
6
Bank of America
North Carolina
$14.4M 308,791 +6,059 +2%
Truist Financial
7
Truist Financial
North Carolina
$13.6M 291,303 +3,637 +1%
LPL Financial
8
LPL Financial
California
$11M 235,884 +5,697 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.4M 221,921 -41,283 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.4M 179,787 -3,143 -2%
FSC
11
Full Sail Capital
Oklahoma
$7.41M 164,106 -2,757 -2%
RWP
12
RWA Wealth Partners
Massachusetts
$6.35M 136,101 +136,101 New
Goldman Sachs
13
Goldman Sachs
New York
$5.69M 122,003 +3 +0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.45M 116,734 +5,799 +5%
ACA
15
Atlas Capital Advisors
Wyoming
$4.82M 103,335 +11,625 +13%
HAS
16
HBW Advisory Services
California
$4.31M 92,414 +1,858 +2%
ASN
17
Advisory Services Network
Georgia
$4.12M 88,357 -25 -0%
LWAC
18
Laurel Wealth Advisors (California)
California
$3.99M 85,525 +85,525 New
5L
19
55I LLC
Massachusetts
$3.62M 77,534 +3,008 +4%
FP
20
Financial Perspectives
Minnesota
$2.91M 62,413 +7,355 +13%
UBS Group
21
UBS Group
Switzerland
$2.88M 61,672 -1,906 -3%
CFP
22
Curran Financial Partners
South Carolina
$2.63M 56,400 -27,828 -33%
AWM
23
AE Wealth Management
Kansas
$2.54M 54,488 +54,488 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$2.53M 54,293 -4,329 -7%
KAS
25
Kestra Advisory Services
Texas
$2.4M 51,435 -3,281 -6%