We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

136 hedge funds and large institutions have $326M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $264M → $326M (+$62M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

7% more funds holding

Funds holding: 127136 (+9)

2.43% more ownership

Funds ownership: 33.27%35.7% (+2.4%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
45
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
1
Morningstar Investment Services
Illinois
$42.6M +$134K +3,053 +0.3%
Charles Schwab
2
Charles Schwab
California
$34.7M +$833K +18,937 +3%
Lido Advisors
3
Lido Advisors
California
$34.2M +$2.92M +66,351 +10%
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$20.5M +$19.3M +438,870 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.3M +$865K +19,661 +6%
Bank of America
6
Bank of America
North Carolina
$14.4M +$267K +6,059 +2%
Truist Financial
7
Truist Financial
North Carolina
$13.6M +$160K +3,637 +1%
LPL Financial
8
LPL Financial
California
$11M +$251K +5,697 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.4M -$1.82M -41,283 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.39M -$138K -3,143 -2%
FSC
11
Full Sail Capital
Oklahoma
$7.41M -$121K -2,757 -2%
RWP
12
RWA Wealth Partners
Massachusetts
$6.35M +$5.99M +136,101 New
Goldman Sachs
13
Goldman Sachs
New York
$5.69M +$132 +3 +0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.45M +$255K +5,799 +5%
ACA
15
Atlas Capital Advisors
Wyoming
$4.82M +$512K +11,625 +13%
HAS
16
HBW Advisory Services
California
$4.31M +$81.8K +1,858 +2%
ASN
17
Advisory Services Network
Georgia
$4.12M -$1.1K -25 -0%
LWAC
18
Laurel Wealth Advisors (California)
California
$3.99M +$3.76M +85,525 New
5L
19
55I LLC
Massachusetts
$3.62M +$132K +3,008 +4%
FP
20
Financial Perspectives
Minnesota
$2.91M +$324K +7,355 +13%
UBS Group
21
UBS Group
Switzerland
$2.88M -$83.9K -1,906 -3%
CFP
22
Curran Financial Partners
South Carolina
$2.63M -$1.22M -27,828 -33%
AWM
23
AE Wealth Management
Kansas
$2.54M +$2.4M +54,488 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$2.53M -$190K -4,329 -7%
KAS
25
Kestra Advisory Services
Texas
$2.4M -$144K -3,281 -6%