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Fidelity MSCI Consumer Staples Index ETF

200 hedge funds and large institutions have $514M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
86
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$116M +$216K +4,222 +0.2%
Lido Advisors
2
Lido Advisors
California
$71.6M +$3.45M +67,375 +5%
AM
3
AGF Management
Ontario, Canada
$21.7M +$321K +6,274 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.6M -$680K -13,293 -3%
LPL Financial
5
LPL Financial
California
$19.8M +$2.79M +54,617 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M +$2.36M +46,822 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.5M +$2.48M +48,453 +27%
CAC
8
Certified Advisory Corp
Florida
$11.2M +$126K +2,473 +1%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$11.2M +$1.02M +19,935 +10%
LFG
10
Larson Financial Group
Missouri
$9.33M +$306K +5,974 +3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$8.93M +$5.92M +115,794 +197%
Morgan Stanley
12
Morgan Stanley
New York
$8.1M +$296K +5,784 +4%
FFS
13
Fischer Financial Services
Pennsylvania
$7.42M +$409 +8 +0%
AWM
14
AE Wealth Management
Kansas
$6.85M +$579K +11,328 +9%
Goldman Sachs
15
Goldman Sachs
New York
$6.24M
FP
16
Financial Perspectives
Minnesota
$6.13M +$273K +5,328 +5%
KAS
17
Kestra Advisory Services
Texas
$6.03M +$273K +5,342 +5%
AssetMark Inc
18
AssetMark Inc
California
$5.68M +$5.13M +100,267 +926%
MAM
19
Marotta Asset Management
Virginia
$5.25M +$624K +12,204 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.06M -$12.6K -246 -0.2%
FIA
21
Foundations Investment Advisors
Arizona
$5.06M +$436K +8,523 +9%
ACA
22
Atlas Capital Advisors
Wyoming
$4.87M -$1.77M -34,541 -27%
NA
23
NewEdge Advisors
Louisiana
$4.67M -$141K -2,765 -3%
FSC
24
Full Sail Capital
Oklahoma
$4.65M -$44.2K -865 -0.9%
JWCA
25
J.W. Cole Advisors
Florida
$4M +$1.73M +33,891 +76%