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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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $433M → $416M (-$17.6M)

1.25% less ownership

Funds ownership: 40.36%39.12% (-1.2%)

3% less funds holding

Funds holding: 169164 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.39%
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 Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$96.7M +$2.62M +61,194 +3%
Lido Advisors
2
Lido Advisors
California
$45.6M +$542K +12,667 +1%
MIS
3
Morningstar Investment Services
Illinois
$34.4M +$16.3M +379,953 +97%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M -$7.62M -178,078 -26%
Osaic Holdings
5
Osaic Holdings
Arizona
$20.8M +$27.1K +633 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.8M +$2.81M +65,753 +20%
LPL Financial
7
LPL Financial
California
$10.9M +$1.25M +29,241 +14%
Morgan Stanley
8
Morgan Stanley
New York
$8.65M +$2.79M +65,245 +51%
KAS
9
Kestra Advisory Services
Texas
$8.06M +$1.43M +33,442 +23%
Goldman Sachs
10
Goldman Sachs
New York
$6.34M +$859K +20,066 +16%
AWMS
11
Advocacy Wealth Management Services
Georgia
$5.98M -$28.3M -662,071 -83%
AM
12
AGF Management
Ontario, Canada
$5.49M +$1.56M +36,484 +42%
CFGSD
13
Compass Financial Group (South Dakota)
South Dakota
$5.34M +$249K +5,806 +5%
AWM
14
AE Wealth Management
Kansas
$5.28M +$1.29M +30,136 +34%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.28M -$267K -6,236 -5%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.73M -$2.56M -59,776 -36%
FSC
17
Full Sail Capital
Oklahoma
$4.59M -$812K -18,967 -16%
ASN
18
Advisory Services Network
Georgia
$4.51M -$721K -16,844 -14%
FP
19
Financial Perspectives
Minnesota
$4.46M +$333K +7,784 +8%
LNC
20
Lincoln National Corp
Pennsylvania
$3.91M +$98.6K +2,303 +3%
NA
21
NewEdge Advisors
Louisiana
$3.81M +$412K +9,635 +13%
WI
22
WBI Investments
New Jersey
$3.65M -$258K -6,034 -7%
SCA
23
Southern Capital Advisors
Tennessee
$3.17M +$1.5M +35,150 +98%
CI
24
CX Institutional
Indiana
$3.06M +$2.29M +53,478 +356%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.02M -$63.7K -1,489 -2%