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Fidelity MSCI Consumer Staples Index ETF

192 hedge funds and large institutions have $584M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

7% more funds holding

Funds holding: 180192 (+12)

6% more capital invested

Capital invested by funds: $551M → $584M (+$32.9M)

1.18% more ownership

Funds ownership: 55.26%56.44% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
68
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$115M +$108K +2,142 +0.1%
DFG
2
Demars Financial Group
Washington
$86.1M +$17.6M +349,293 +9%
Lido Advisors
3
Lido Advisors
California
$68.1M +$9M +178,229 +15%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.3M +$1.28M +25,357 +6%
AM
5
AGF Management
Ontario, Canada
$21.4M -$599K -11,863 -3%
LPL Financial
6
LPL Financial
California
$17M -$2.64M -52,217 -14%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.3M -$596K -11,802 -4%
CAC
8
Certified Advisory Corp
Florida
$11.1M +$188K +3,725 +2%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$10.1M +$1.08M +21,454 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.06M +$3.15M +62,455 +54%
LFG
11
Larson Financial Group
Missouri
$9.02M +$288K +5,704 +3%
Morgan Stanley
12
Morgan Stanley
New York
$7.8M +$757K +14,987 +11%
FFS
13
Fischer Financial Services
Pennsylvania
$7.42M -$18.2K -360 -0.2%
AWM
14
Avondale Wealth Management
Texas
$6.81M +$1.43M +28,373 +27%
ACA
15
Atlas Capital Advisors
Wyoming
$6.63M -$712K -14,113 -10%
AWM
16
AE Wealth Management
Kansas
$6.27M +$302K +5,985 +5%
Goldman Sachs
17
Goldman Sachs
New York
$6.24M
FP
18
Financial Perspectives
Minnesota
$5.89M +$179K +3,544 +3%
SL
19
Systelligence LLC
Minnesota
$5.84M -$1.63M -32,346 -22%
KAS
20
Kestra Advisory Services
Texas
$5.75M +$115K +2,275 +2%
AWM
21
Adams Wealth Management
Utah
$5.27M +$5.2M +103,058 New
CI
22
CacheTech Inc
Utah
$5.27M +$5.2M +103,058 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.07M +$566K +11,213 +13%
NA
24
NewEdge Advisors
Louisiana
$4.81M +$112K +2,212 +2%
FSC
25
Full Sail Capital
Oklahoma
$4.69M -$350K -6,933 -7%