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Fidelity MSCI Consumer Staples Index ETF

206 hedge funds and large institutions have $566M invested in Fidelity MSCI Consumer Staples Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

8% more capital invested

Capital invested by funds: $524M → $566M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.01% less ownership

Funds ownership: 39.91%39.9% (-0.01%)

7% less call options, than puts

Call options by funds: $225K | Put options by funds: $241K

3% less funds holding

Funds holding: 212206 (-6)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
78
Reduced
58
Closed
25
Calls
$225K
Puts
$241K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$138M +$5.48M +102,748 +4%
Lido Advisors
2
Lido Advisors
California
$71.1M +$901K +16,876 +1%
LPL Financial
3
LPL Financial
California
$26.7M -$755K -14,151 -3%
AM
4
AGF Management
Ontario, Canada
$26.4M -$5.1M -95,547 -16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.4M +$254K +4,759 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$19.2M +$2.29M +42,836 +13%
CFGSD
7
Compass Financial Group (South Dakota)
South Dakota
$17.1M +$1.71M +31,995 +11%
Morgan Stanley
8
Morgan Stanley
New York
$11.4M +$33.9K +636 +0.3%
CAC
9
Certified Advisory Corp
Florida
$11.3M -$449K -8,417 -4%
LFG
10
Larson Financial Group
Missouri
$10.3M +$472K +8,842 +5%
MAM
11
Marotta Asset Management
Virginia
$10.2M -$362K -6,789 -3%
FFS
12
Fischer Financial Services
Pennsylvania
$7.52M +$90.3K +1,692 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.38M +$733K +13,735 +11%
FP
14
Financial Perspectives
Minnesota
$7.1M +$314K +5,889 +5%
AssetMark Inc
15
AssetMark Inc
California
$6.97M +$85.5K +1,603 +1%
AWM
16
AE Wealth Management
Kansas
$6.65M -$1.79M -33,489 -21%
Goldman Sachs
17
Goldman Sachs
New York
$6.38M
BA
18
Bellwether Advisors
Nebraska
$5.8M +$5.91M +110,793 New
KAS
19
Kestra Advisory Services
Texas
$5.7M -$378K -7,091 -6%
CI
20
CacheTech Inc
Utah
$5.11M -$690K -12,930 -12%
AWM
21
Adams Wealth Management
Utah
$4.91M -$895K -16,776 -15%
Stifel Financial
22
Stifel Financial
Missouri
$4.85M +$1.99M +37,316 +67%
ACA
23
Atlas Capital Advisors
Wyoming
$4.58M +$1.4M +26,151 +43%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.31M +$162K +3,029 +4%
UBS Group
25
UBS Group
Switzerland
$4.3M +$719K +13,469 +20%