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Fidelity MSCI Consumer Staples Index ETF

169 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 24 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $407M → $477M (+$70.4M)

10% more funds holding

Funds holding: 153169 (+16)

2.6% more ownership

Funds ownership: 38.37%40.97% (+2.6%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% 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
24
Increased
68
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$114M +$1.03M +20,827 +0.9%
Lido Advisors
2
Lido Advisors
California
$56.7M -$5.28M -106,593 -9%
AM
3
AGF Management
Ontario, Canada
$22.2M +$17.4M +351,495 +421%
MIS
4
Morningstar Investment Services
Illinois
$21.3M +$4.62M +93,342 +29%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M -$355K -7,161 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.9M +$176K +3,550 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.5M +$88.4K +1,785 +0.7%
SL
8
Systelligence LLC
Minnesota
$13.4M +$500K +10,092 +4%
LPL Financial
9
LPL Financial
California
$12.7M +$550K +11,113 +5%
AWS
10
Atria Wealth Solutions
New York
$10.8M -$1.23M -24,780 -10%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$9.24M +$1.06M +21,303 +13%
CFGSD
12
Compass Financial Group (South Dakota)
South Dakota
$8.32M +$950K +19,184 +13%
ACA
13
Atlas Capital Advisors
Wyoming
$8.24M +$2.28M +45,984 +40%
LFG
14
Larson Financial Group
Missouri
$8.13M +$6.62M +133,667 +524%
Goldman Sachs
15
Goldman Sachs
New York
$6.48M +$44K +889 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$6.47M +$989K +19,957 +19%
AWM
17
AE Wealth Management
Kansas
$5.72M +$293K +5,919 +6%
KAS
18
Kestra Advisory Services
Texas
$5.59M -$265K -5,343 -5%
FP
19
Financial Perspectives
Minnesota
$5.53M +$83K +1,675 +2%
FSC
20
Full Sail Capital
Oklahoma
$5.1M -$43.6K -880 -0.9%
NA
21
NewEdge Advisors
Louisiana
$4.92M +$198K +4,006 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.69M -$99.2K -2,003 -2%
MAM
23
Marotta Asset Management
Virginia
$4.61M +$669K +13,506 +18%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.52M +$4.39M +88,532 New
JWCA
25
J.W. Cole Advisors
Florida
$3.24M -$15.4K -311 -0.5%