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Fidelity MSCI Consumer Staples Index ETF

147 hedge funds and large institutions have $377M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $326M → $377M (+$51.6M)

8% more funds holding

Funds holding: 136147 (+11)

1.17% more ownership

Funds ownership: 35.7%36.88% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
47
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$36.2M +$2.58M +56,810 +8%
Charles Schwab
2
Charles Schwab
California
$34.5M +$408K +8,964 +1%
MIS
3
Morningstar Investment Services
Illinois
$30.3M -$11.5M -253,519 -28%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.1M +$10M +219,815 +67%
AWMS
5
Advocacy Wealth Management Services
Georgia
$23.7M +$23.1M +508,841 +33,301%
CAN
6
Cetera Advisor Networks
California
$21.4M +$21.2M +466,996 New
Truist Financial
7
Truist Financial
North Carolina
$14M +$612K +13,456 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.2M +$2.99M +65,662 +30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.7M +$6.27M +137,749 +118%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.7M +$3.66M +80,368 +45%
LPL Financial
11
LPL Financial
California
$10.1M -$722K -15,879 -7%
Bank of America
12
Bank of America
North Carolina
$7.8M -$6.3M -138,610 -45%
Goldman Sachs
13
Goldman Sachs
New York
$7.53M +$1.92M +42,245 +35%
FSC
14
Full Sail Capital
Oklahoma
$6.79M -$733K -16,126 -10%
ASN
15
Advisory Services Network
Georgia
$6.2M +$2.13M +46,790 +53%
KAS
16
Kestra Advisory Services
Texas
$5.13M +$2.75M +60,382 +117%
ACA
17
Atlas Capital Advisors
Wyoming
$4.51M -$228K -5,007 -5%
HAS
18
HBW Advisory Services
California
$3.96M -$278K -6,112 -7%
AWM
19
AE Wealth Management
Kansas
$3.76M +$1.25M +27,581 +51%
Morgan Stanley
20
Morgan Stanley
New York
$3.73M +$2.21M +48,624 +148%
5L
21
55I LLC
Massachusetts
$3.7M +$140K +3,089 +4%
BFA
22
Beaumont Financial Advisors
Massachusetts
$3.57M +$1.07M +23,628 +44%
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
$3.42M -$16.6M -364,533 -83%
AWS
24
Atria Wealth Solutions
New York
$3.23M +$3.2M +70,352 New
DFG
25
Demars Financial Group
Washington
$3.22M +$3.2M +70,298 New