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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Wolff Wiese Magana
California
$1.46K
BLC
227
Brown, Lisle/Cummings
Rhode Island
$1.17K
CAWM
228
Capital A Wealth Management
Pennsylvania
$1.17K +$1.13K +12 New
VNA
229
Valley National Advisers
Pennsylvania
$1K
NS
230
NBC Securities
Alabama
$554 -$519K -5,540 -100%
HNB
231
Huntington National Bank
Ohio
$97
HNW
232
High Note Wealth
Minnesota
$97 +$94 +1 New
Jane Street
233
Jane Street
New York
-$2.64M -29,805 Closed
BOSSRA
234
B.O.S.S. Retirement Advisors
Utah
-$984K -11,124 Closed
Prudential Financial
235
Prudential Financial
New Jersey
-$757K -8,562 Closed
AFP
236
Alpha Financial Partners
Kentucky
-$357K -4,031 Closed
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
-$269K -3,036 Closed
SIAG
238
Safeguard Investment Advisory Group
California
-$213K -2,406 Closed
RWA
239
River Wealth Advisors
Pennsylvania
-$210K -2,373 Closed
DI
240
DAGCO Inc
Ohio
-$66.3K -750 Closed
LFG
241
Larson Financial Group
Missouri
-$52.2K -590 Closed
NFA
242
Northwest Financial Advisors
Virginia
-$18K -204 Closed
PMFA
243
Plante Moran Financial Advisors
Michigan
-$14.2K -161 Closed
TVWM
244
Tower View Wealth Management
Wisconsin
-$3.89K -44 Closed
HBW
245
Hazlett, Burt & Watson
West Virginia
-$3K -37 Closed
SFCL
246
Strengthening Families & Communities LLC
Massachusetts
-$1.34K -15 Closed
HFS
247
Horizon Financial Services
North Carolina
-$1.27K -14 Closed