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Fidelity MSCI Consumer Staples Index ETF

161 hedge funds and large institutions have $418M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

8% more funds holding

Funds holding: 149161 (+12)

1.12% more ownership

Funds ownership: 37.56%38.68% (+1.1%)

0% more capital invested

Capital invested by funds: $418M → $418M (+$344K)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
53
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$40.9M +$2.24M +50,560 +6%
Charles Schwab
2
Charles Schwab
California
$34.2M +$196K +4,438 +0.6%
AWMS
3
Advocacy Wealth Management Services
Georgia
$33.5M +$6.64M +149,931 +25%
CAN
4
Cetera Advisor Networks
California
$24.4M +$463K +10,466 +2%
MIS
5
Morningstar Investment Services
Illinois
$22.4M -$84.2K -1,901 -0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$19M -$2.42M -54,670 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16M +$2.9M +65,439 +23%
SL
8
Systelligence LLC
Minnesota
$11.9M +$191K +4,308 +2%
VC
9
Vicus Capital
Pennsylvania
$11.9M +$11.6M +263,093 New
CW
10
Connectus Wealth
Ohio
$9.74M +$9.54M +215,591 New
LPL Financial
11
LPL Financial
California
$9M +$436K +9,859 +5%
Goldman Sachs
12
Goldman Sachs
New York
$7.97M +$1.8M +40,740 +30%
KAS
13
Kestra Advisory Services
Texas
$7.68M +$2.67M +60,400 +55%
Ameriprise
14
Ameriprise
Minnesota
$7.45M +$3.34M +75,456 +93%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.4M +$792K +17,890 +12%
FIM
16
Freedom Investment Management
Connecticut
$6.41M +$6.28M +141,928 New
WFS
17
Walker Financial Services
Kentucky
$5.98M
FSC
18
Full Sail Capital
Oklahoma
$5.75M +$19.1K +432 +0.3%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.74M -$16.7K -377 -0.3%
Morgan Stanley
20
Morgan Stanley
New York
$5.68M +$299K +6,751 +6%
ASN
21
Advisory Services Network
Georgia
$5.04M -$938K -21,190 -16%
PCS
22
Personal CFO Solutions
New Jersey
$5.02M -$104K -2,342 -2%
ACA
23
Atlas Capital Advisors
Wyoming
$4.72M +$47.7K +1,077 +1%
AWM
24
AE Wealth Management
Kansas
$4.15M -$2.89M -65,233 -41%
AWS
25
Atria Wealth Solutions
New York
$3.97M +$145K +3,282 +4%