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Fidelity MSCI Consumer Staples Index ETF

144 hedge funds and large institutions have $362M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $377M → $362M (-$15.2M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 36.88%35.25% (-1.6%)

2% less funds holding

Funds holding: 147144 (-3)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
48
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$37.5M +$3.52M +78,013 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.9M +$10.7M +236,522 +43%
Charles Schwab
3
Charles Schwab
California
$32.4M -$167K -3,703 -0.5%
MIS
4
Morningstar Investment Services
Illinois
$23M -$5.84M -129,454 -20%
AWMS
5
Advocacy Wealth Management Services
Georgia
$21.8M -$304K -6,744 -1%
CAN
6
Cetera Advisor Networks
California
$21.3M +$1.09M +24,154 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$14.1M +$2.9M +64,387 +25%
DWP
8
Destiny Wealth Partners
Florida
$9.46M +$9.87M +218,728 New
LPL Financial
9
LPL Financial
California
$8.57M -$986K -21,847 -10%
Bank of America
10
Bank of America
North Carolina
$7.4M +$33.2K +737 +0.4%
FSC
11
Full Sail Capital
Oklahoma
$6.16M -$253K -5,618 -4%
Goldman Sachs
12
Goldman Sachs
New York
$6.12M -$1.03M -22,862 -14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.8M -$5.44M -120,480 -47%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.56M -$7.17M -159,032 -55%
ASN
15
Advisory Services Network
Georgia
$5.2M -$679K -15,056 -11%
Morgan Stanley
16
Morgan Stanley
New York
$4.89M +$1.43M +31,648 +39%
PCS
17
Personal CFO Solutions
New Jersey
$4.84M +$5.05M +111,850 New
KAS
18
Kestra Advisory Services
Texas
$4.38M -$483K -10,707 -10%
LWAC
19
Laurel Wealth Advisors (California)
California
$4.31M +$1.37M +30,332 +44%
Jane Street
20
Jane Street
New York
$3.41M +$3.12M +69,118 +721%
AWS
21
Atria Wealth Solutions
New York
$3.33M +$296K +6,569 +9%
TA
22
TrueWealth Advisors
Alabama
$3.32M +$2.27M +50,265 +191%
ACA
23
Atlas Capital Advisors
Wyoming
$3.3M -$993K -22,019 -22%
AWM
24
AE Wealth Management
Kansas
$3.22M -$345K -7,646 -9%
5L
25
55I LLC
Massachusetts
$3.16M -$340K -7,544 -9%