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Fidelity MSCI Consumer Staples Index ETF

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$96.7M 2,166,526 +61,194 +3%
Lido Advisors
2
Lido Advisors
California
$45.6M 1,019,588 +12,667 +1%
MIS
3
Morningstar Investment Services
Illinois
$34.4M 772,772 +379,953 +97%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M 497,836 -178,078 -26%
Osaic Holdings
5
Osaic Holdings
Arizona
$20.8M 466,074 +633 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.8M 398,547 +65,753 +20%
LPL Financial
7
LPL Financial
California
$10.9M 244,716 +29,241 +14%
Morgan Stanley
8
Morgan Stanley
New York
$8.65M 193,844 +65,245 +51%
KAS
9
Kestra Advisory Services
Texas
$8.06M 180,541 +33,442 +23%
Goldman Sachs
10
Goldman Sachs
New York
$6.34M 142,091 +20,066 +16%
AWMS
11
Advocacy Wealth Management Services
Georgia
$5.98M 134,028 -662,071 -83%
AM
12
AGF Management
Ontario, Canada
$5.49M 123,104 +36,484 +42%
CFGSD
13
Compass Financial Group (South Dakota)
South Dakota
$5.34M 119,643 +5,806 +5%
AWM
14
AE Wealth Management
Kansas
$5.28M 117,568 +30,136 +34%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.28M 118,255 -6,236 -5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.73M 106,014 -59,776 -36%
FSC
17
Full Sail Capital
Oklahoma
$4.59M 102,865 -18,967 -16%
ASN
18
Advisory Services Network
Georgia
$4.51M 100,963 -16,844 -14%
FP
19
Financial Perspectives
Minnesota
$4.46M 99,917 +7,784 +8%
LNC
20
Lincoln National Corp
Pennsylvania
$3.91M 87,658 +2,303 +3%
NA
21
NewEdge Advisors
Louisiana
$3.81M 85,318 +9,635 +13%
WI
22
WBI Investments
New Jersey
$3.65M 81,720 -6,034 -7%
SCA
23
Southern Capital Advisors
Tennessee
$3.17M 71,015 +35,150 +98%
CI
24
CX Institutional
Indiana
$3.06M 68,479 +53,478 +356%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.02M 67,622 -1,489 -2%