We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

149 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

20% more capital invested

Capital invested by funds: $347M → $418M (+$70.5M)

7% more funds holding

Funds holding: 139149 (+10)

1.97% more ownership

Funds ownership: 35.59%37.56% (+2%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
60
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$38.4M -$643K -14,651 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.4M +$1.83M +41,770 +5%
Charles Schwab
3
Charles Schwab
California
$33.7M +$54.5K +1,240 +0.2%
AWMS
4
Advocacy Wealth Management Services
Georgia
$26.5M +$2.39M +54,439 +10%
CAN
5
Cetera Advisor Networks
California
$23.7M +$343K +7,799 +1%
MIS
6
Morningstar Investment Services
Illinois
$22.5M -$187K -4,268 -0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.3M +$3M +68,358 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.9M +$5.11M +116,375 +68%
SL
9
Systelligence LLC
Minnesota
$11.6M +$11.4M +259,747 New
DWP
10
Destiny Wealth Partners
Florida
$11.2M +$418K +9,514 +4%
LPL Financial
11
LPL Financial
California
$8.49M +$299K +6,817 +4%
AWM
12
AE Wealth Management
Kansas
$7.04M +$352K +8,026 +5%
Bank of America
13
Bank of America
North Carolina
$6.92M -$349K -7,956 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.55M +$186K +4,235 +3%
Goldman Sachs
15
Goldman Sachs
New York
$6.09M +$232K +5,274 +4%
WFS
16
Walker Financial Services
Kentucky
$5.98M +$191K +4,339 +3%
ASN
17
Advisory Services Network
Georgia
$5.95M +$453K +10,318 +8%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.72M +$5.6M +127,599 +637,995%
FSC
19
Full Sail Capital
Oklahoma
$5.69M -$179K -4,071 -3%
Morgan Stanley
20
Morgan Stanley
New York
$5.33M +$426K +9,711 +9%
PCS
21
Personal CFO Solutions
New Jersey
$5.08M +$92.4K +2,104 +2%
LWAC
22
Laurel Wealth Advisors (California)
California
$4.96M -$236K -5,364 -5%
KAS
23
Kestra Advisory Services
Texas
$4.91M +$26.9K +613 +0.6%
ACA
24
Atlas Capital Advisors
Wyoming
$4.64M +$1.03M +23,488 +29%
TA
25
TrueWealth Advisors
Alabama
$3.93M +$257K +5,846 +7%