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Fidelity MSCI Consumer Discretionary Index ETF

221 hedge funds and large institutions have $804M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
65
Reduced
75
Closed
26
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$28K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$128M 1,359,670 -133,912 -9%
Charles Schwab
2
Charles Schwab
California
$114M 1,211,514 -34,513 -3%
Bank of America
3
Bank of America
North Carolina
$86.9M 923,778 -659,326 -42%
AWM
4
AE Wealth Management
Kansas
$64M 679,914 +29,346 +5%
RBA
5
Richard Bernstein Advisors
New York
$47.6M 506,198 -430,381 -46%
PA
6
PFG Advisors
Arizona
$47.1M 665,707 +662,710 +22,112%
AM
7
AGF Management
Ontario, Canada
$25.8M 274,125 +4,046 +1%
Morgan Stanley
8
Morgan Stanley
New York
$17.1M 182,082 +23,396 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.1M 149,777 -77,835 -34%
FFS
10
Fischer Financial Services
Pennsylvania
$13.3M 141,243 +712 +0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.3M 119,589 +3,816 +3%
LPL Financial
12
LPL Financial
California
$10.7M 113,979 +51 +0%
AWM
13
Apollon Wealth Management
South Carolina
$10.1M 106,915 +2,275 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.9M 83,953 +43,776 +109%
KAS
15
Kestra Advisory Services
Texas
$7.58M 80,617 +6,783 +9%
Ameriprise
16
Ameriprise
Minnesota
$6.71M 71,296 +29,277 +70%
Fisher Asset Management
17
Fisher Asset Management
Washington
$6.65M 70,644 +135 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.63M 69,188 +613 +0.9%
AssetMark Inc
19
AssetMark Inc
California
$6.12M 65,079 +9,291 +17%
Stifel Financial
20
Stifel Financial
Missouri
$5.7M 60,545 -2,669 -4%
IFA
21
Independence Financial Advisors
New Hampshire
$5.51M 58,594 +58,594 New
ACA
22
Atlas Capital Advisors
Wyoming
$5.21M 55,346 -7,694 -12%
Mariner
23
Mariner
Kansas
$5.06M 53,836 +2,700 +5%
KGP
24
Keystone Global Partners
Colorado
$4.94M 52,522 -1,280 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.92M 52,344 -5,850 -10%