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Fidelity MSCI Consumer Staples Index ETF

139 hedge funds and large institutions have $347M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

0.34% more ownership

Funds ownership: 35.25%35.59% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $362M → $347M (-$14.8M)

3% less funds holding

Funds holding: 144139 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
60
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$35M +$148K +3,360 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$31.8M +$388K +8,802 +1%
Charles Schwab
3
Charles Schwab
California
$30.2M +$95.8K +2,175 +0.3%
AWMS
4
Advocacy Wealth Management Services
Georgia
$22.1M +$1.45M +32,961 +7%
MIS
5
Morningstar Investment Services
Illinois
$21.9M -$1.05M -23,825 -4%
CAN
6
Cetera Advisor Networks
California
$21M +$1.36M +30,938 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.3M +$3.58M +81,238 +25%
DWP
8
Destiny Wealth Partners
Florida
$9.68M +$990K +22,467 +10%
LPL Financial
9
LPL Financial
California
$7.33M -$687K -15,589 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.89M +$1.9M +43,056 +33%
Bank of America
11
Bank of America
North Carolina
$6.52M -$372K -8,439 -5%
AWM
12
AE Wealth Management
Kansas
$5.99M +$3.29M +74,749 +100%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.7M +$347K +7,865 +6%
FSC
14
Full Sail Capital
Oklahoma
$5.26M -$498K -11,307 -8%
Goldman Sachs
15
Goldman Sachs
New York
$5.24M -$477K -10,822 -8%
WFS
16
Walker Financial Services
Kentucky
$5.15M +$2.79M +63,217 +97%
ASN
17
Advisory Services Network
Georgia
$4.92M +$105K +2,376 +2%
LWAC
18
Laurel Wealth Advisors (California)
California
$4.66M +$722K +16,394 +16%
PCS
19
Personal CFO Solutions
New Jersey
$4.47M -$23K -521 -0.5%
Morgan Stanley
20
Morgan Stanley
New York
$4.39M -$165K -3,747 -3%
KAS
21
Kestra Advisory Services
Texas
$4.38M +$348K +7,892 +8%
TA
22
TrueWealth Advisors
Alabama
$3.29M +$234K +5,308 +7%
FP
23
Financial Perspectives
Minnesota
$3.28M +$566K +12,844 +19%
ACA
24
Atlas Capital Advisors
Wyoming
$3.21M +$161K +3,652 +5%
AWS
25
Atria Wealth Solutions
New York
$3.14M +$58.8K +1,335 +2%