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Fidelity MSCI Consumer Staples Index ETF

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less capital invested

Capital invested by funds: $416M → $414M (-$1.69M)

1% less funds holding

Funds holding: 164163 (-1)

1.86% less ownership

Funds ownership: 39.12%37.26% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$104M +$440K +9,592 +0.4%
Lido Advisors
2
Lido Advisors
California
$55.9M +$7.07M +154,234 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.4M -$3.18M -69,268 -14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.5M -$412K -8,989 -2%
MIS
5
Morningstar Investment Services
Illinois
$15.7M -$20.3M -442,345 -57%
LPL Financial
6
LPL Financial
California
$11.5M -$108K -2,358 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.6M -$11.2M -244,133 -52%
KAS
8
Kestra Advisory Services
Texas
$10.3M +$1.69M +36,823 +20%
Goldman Sachs
9
Goldman Sachs
New York
$9.69M +$2.82M +61,609 +43%
CW
10
Connectus Wealth
Ohio
$7.51M +$7.23M +157,660 New
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$6.28M +$568K +12,398 +10%
FP
12
Financial Perspectives
Minnesota
$4.95M +$189K +4,133 +4%
Morgan Stanley
13
Morgan Stanley
New York
$4.83M -$4.23M -92,351 -48%
FSC
14
Full Sail Capital
Oklahoma
$4.81M -$81K -1,767 -2%
LNC
15
Lincoln National Corp
Pennsylvania
$4.69M +$496K +10,824 +12%
NA
16
NewEdge Advisors
Louisiana
$4.61M +$535K +11,676 +14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.53M -$1.06M -23,083 -20%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.48M -$542K -11,818 -11%
AWM
19
AE Wealth Management
Kansas
$4.4M -$1.15M -24,990 -21%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.77M +$1.82M +39,768 +101%
ACA
21
Atlas Capital Advisors
Wyoming
$3.65M +$581K +12,672 +20%
AM
22
AGF Management
Ontario, Canada
$3.36M -$2.41M -52,487 -43%
MAM
23
Marotta Asset Management
Virginia
$3.29M +$691K +15,081 +28%
Ameriprise
24
Ameriprise
Minnesota
$3.25M +$1.66M +36,295 +114%
ASN
25
Advisory Services Network
Georgia
$3.13M -$1.61M -35,081 -35%