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Fidelity MSCI Consumer Staples Index ETF

168 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$114M 2,230,440 +20,827 +0.9%
Lido Advisors
2
Lido Advisors
California
$56.7M 1,111,215 -106,593 -9%
AM
3
AGF Management
Ontario, Canada
$22.2M 435,084 +351,495 +421%
MIS
4
Morningstar Investment Services
Illinois
$21.3M 416,993 +93,342 +29%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M 402,476 -7,161 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.9M 291,098 +3,550 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.5M 265,205 +1,785 +0.7%
SL
8
Systelligence LLC
Minnesota
$13.4M 261,874 +10,092 +4%
LPL Financial
9
LPL Financial
California
$12.7M 249,449 +11,113 +5%
AWS
10
Atria Wealth Solutions
New York
$10.8M 212,248 -24,780 -10%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$9.24M 180,728 +21,303 +13%
CFGSD
12
Compass Financial Group (South Dakota)
South Dakota
$8.32M 162,975 +19,184 +13%
ACA
13
Atlas Capital Advisors
Wyoming
$8.24M 161,357 +45,984 +40%
LFG
14
Larson Financial Group
Missouri
$8.13M 159,195 +133,667 +524%
Goldman Sachs
15
Goldman Sachs
New York
$6.48M 126,943 +889 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$6.47M 126,763 +19,957 +19%
AWM
17
AE Wealth Management
Kansas
$5.72M 112,037 +5,919 +6%
KAS
18
Kestra Advisory Services
Texas
$5.59M 109,522 -5,343 -5%
FP
19
Financial Perspectives
Minnesota
$5.53M 108,390 +1,675 +2%
FSC
20
Full Sail Capital
Oklahoma
$5.1M 99,926 -880 -0.9%
NA
21
NewEdge Advisors
Louisiana
$4.92M 96,424 +4,006 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.69M 91,846 -2,003 -2%
MAM
23
Marotta Asset Management
Virginia
$4.61M 90,395 +13,506 +18%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.52M 88,532 +88,532 New
JWCA
25
J.W. Cole Advisors
Florida
$3.24M 63,542 -311 -0.5%