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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.

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
2.58%
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 Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$40.9M 906,593 +50,560 +6%
Charles Schwab
2
Charles Schwab
California
$34.2M 757,019 +4,438 +0.6%
AWMS
3
Advocacy Wealth Management Services
Georgia
$33.5M 740,956 +149,931 +25%
CAN
4
Cetera Advisor Networks
California
$24.4M 540,353 +10,466 +2%
MIS
5
Morningstar Investment Services
Illinois
$22.4M 500,872 -1,901 -0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$19M 419,468 -54,670 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16M 353,421 +65,439 +23%
SL
8
Systelligence LLC
Minnesota
$11.9M 264,055 +4,308 +2%
VC
9
Vicus Capital
Pennsylvania
$11.9M 263,093 +263,093 New
CW
10
Connectus Wealth
Ohio
$9.74M 215,591 +215,591 New
LPL Financial
11
LPL Financial
California
$9M 199,245 +9,859 +5%
Goldman Sachs
12
Goldman Sachs
New York
$7.97M 176,578 +40,740 +30%
KAS
13
Kestra Advisory Services
Texas
$7.68M 170,015 +60,400 +55%
Ameriprise
14
Ameriprise
Minnesota
$7.45M 156,671 +75,456 +93%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.4M 163,993 +17,890 +12%
FIM
16
Freedom Investment Management
Connecticut
$6.41M 141,928 +141,928 New
WFS
17
Walker Financial Services
Kentucky
$5.98M 132,488
FSC
18
Full Sail Capital
Oklahoma
$5.75M 127,416 +432 +0.3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.74M 127,242 -377 -0.3%
Morgan Stanley
20
Morgan Stanley
New York
$5.68M 125,744 +6,751 +6%
ASN
21
Advisory Services Network
Georgia
$5.04M 111,595 -21,190 -16%
PCS
22
Personal CFO Solutions
New Jersey
$5.02M 111,091 -2,342 -2%
ACA
23
Atlas Capital Advisors
Wyoming
$4.72M 104,526 +1,077 +1%
AWM
24
AE Wealth Management
Kansas
$4.15M 91,965 -65,233 -41%
AWS
25
Atria Wealth Solutions
New York
$3.97M 87,865 +3,282 +4%