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Fidelity MSCI Consumer Staples Index ETF

169 hedge funds and large institutions have $433M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
54
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$89.6M 2,105,332 +20,378 +1%
Lido Advisors
2
Lido Advisors
California
$42.9M 1,006,921 +32,373 +3%
AWMS
3
Advocacy Wealth Management Services
Georgia
$33.9M 796,099 +30,471 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28.8M 675,914 -151,242 -18%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.8M 465,441 -111,162 -19%
MIS
6
Morningstar Investment Services
Illinois
$16.8M 392,819 -104,147 -21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.2M 332,794 -280,512 -46%
LPL Financial
8
LPL Financial
California
$9.17M 215,475 +438 +0.2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$7.05M 165,790 +27,745 +20%
CW
10
Connectus Wealth
Ohio
$6.36M 149,119 -73,203 -33%
KAS
11
Kestra Advisory Services
Texas
$6.26M 147,099 +21,059 +17%
Morgan Stanley
12
Morgan Stanley
New York
$5.48M 128,599 +4,109 +3%
Ameriprise
13
Ameriprise
Minnesota
$5.48M 128,822 -12,770 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.3M 124,491 -24,354 -16%
Goldman Sachs
15
Goldman Sachs
New York
$5.2M 122,025 +25 +0%
FSC
16
Full Sail Capital
Oklahoma
$5.19M 121,832 -3,806 -3%
ASN
17
Advisory Services Network
Georgia
$5.02M 117,807 +7,746 +7%
CFGSD
18
Compass Financial Group (South Dakota)
South Dakota
$4.85M 113,837 +97,060 +579%
PCS
19
Personal CFO Solutions
New Jersey
$4.65M 109,203 -45,798 -30%
FP
20
Financial Perspectives
Minnesota
$3.92M 92,133 +1,393 +2%
WI
21
WBI Investments
New Jersey
$3.74M 87,754 +4,572 +5%
AWM
22
AE Wealth Management
Kansas
$3.72M 87,432 +6,069 +7%
AM
23
AGF Management
Ontario, Canada
$3.69M 86,620 +36,577 +73%
LNC
24
Lincoln National Corp
Pennsylvania
$3.63M 85,355 -6,182 -7%
WFS
25
Walker Financial Services
Kentucky
$3.23M 75,850 -53,892 -42%