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Fidelity MSCI Consumer Staples Index ETF

179 hedge funds and large institutions have $550M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
65
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$111M 2,253,707 +23,267 +1%
DFG
2
Demars Financial Group
Washington
$82M 4,055,053 +4,050,852 +96,426%
Lido Advisors
3
Lido Advisors
California
$57M 1,153,894 +42,679 +4%
AM
4
AGF Management
Ontario, Canada
$21.3M 430,580 -4,504 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.3M 410,091 +7,615 +2%
LPL Financial
6
LPL Financial
California
$19M 384,690 +135,241 +54%
UBS Group
7
UBS Group
Switzerland
$13.5M 273,476 +222,655 +438%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.4M 271,168 -19,930 -7%
CAC
9
Certified Advisory Corp
Florida
$10.5M 213,386 +213,386 New
CFGSD
10
Compass Financial Group (South Dakota)
South Dakota
$8.75M 177,042 +14,067 +9%
LFG
11
Larson Financial Group
Missouri
$8.44M 170,748 +11,553 +7%
SL
12
Systelligence LLC
Minnesota
$7.24M 146,556 -115,318 -44%
FFS
13
Fischer Financial Services
Pennsylvania
$7.19M 145,446 +145,446 New
ACA
14
Atlas Capital Advisors
Wyoming
$7.11M 143,772 -17,585 -11%
Morgan Stanley
15
Morgan Stanley
New York
$6.8M 137,501 +10,738 +8%
Goldman Sachs
16
Goldman Sachs
New York
$6.03M 122,003 -4,940 -4%
AWM
17
AE Wealth Management
Kansas
$5.77M 116,645 +4,608 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.67M 114,704 -150,501 -57%
FP
19
Financial Perspectives
Minnesota
$5.48M 110,875 +2,485 +2%
KAS
20
Kestra Advisory Services
Texas
$5.45M 110,242 +720 +0.7%
AWM
21
Avondale Wealth Management
Texas
$5.18M 104,796 +104,796 New
FSC
22
Full Sail Capital
Oklahoma
$4.88M 98,719 -1,207 -1%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$4.86M 98,175 -82,553 -46%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.81M 97,267 +8,735 +10%
MAM
25
Marotta Asset Management
Virginia
$4.61M 93,656 +3,261 +4%