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Fidelity MSCI Consumer Staples Index ETF

180 hedge funds and large institutions have $551M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

15% more capital invested

Capital invested by funds: $477M → $551M (+$73.8M)

14.29% more ownership

Funds ownership: 40.97%55.26% (+14%)

7% more funds holding

Funds holding: 169180 (+11)

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
65
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$111M +$1.18M +23,267 +1%
DFG
2
Demars Financial Group
Washington
$82M +$205M +4,050,852 +96,426%
Lido Advisors
3
Lido Advisors
California
$57M +$2.16M +42,679 +4%
AM
4
AGF Management
Ontario, Canada
$21.3M -$228K -4,504 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.3M +$386K +7,615 +2%
LPL Financial
6
LPL Financial
California
$19M +$6.85M +135,241 +54%
UBS Group
7
UBS Group
Switzerland
$13.5M +$11.3M +222,655 +438%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.4M -$1.01M -19,930 -7%
CAC
9
Certified Advisory Corp
Florida
$10.5M +$10.8M +213,386 New
CFGSD
10
Compass Financial Group (South Dakota)
South Dakota
$8.75M +$712K +14,067 +9%
LFG
11
Larson Financial Group
Missouri
$8.44M +$585K +11,553 +7%
SL
12
Systelligence LLC
Minnesota
$7.24M -$5.84M -115,318 -44%
FFS
13
Fischer Financial Services
Pennsylvania
$7.19M +$7.37M +145,446 New
ACA
14
Atlas Capital Advisors
Wyoming
$7.11M -$891K -17,585 -11%
Morgan Stanley
15
Morgan Stanley
New York
$6.8M +$544K +10,738 +8%
Goldman Sachs
16
Goldman Sachs
New York
$6.03M -$250K -4,940 -4%
AWM
17
AE Wealth Management
Kansas
$5.77M +$233K +4,608 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.67M -$7.62M -150,501 -57%
FP
19
Financial Perspectives
Minnesota
$5.48M +$126K +2,485 +2%
KAS
20
Kestra Advisory Services
Texas
$5.45M +$36.5K +720 +0.7%
AWM
21
Avondale Wealth Management
Texas
$5.18M +$5.31M +104,796 New
FSC
22
Full Sail Capital
Oklahoma
$4.88M -$61.1K -1,207 -1%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$4.86M -$4.18M -82,553 -46%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.81M +$442K +8,735 +10%
MAM
25
Marotta Asset Management
Virginia
$4.61M +$165K +3,261 +4%