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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$5.52K -$4.77K -47 -47%
MA
227
MCF Advisors
Kentucky
$4.7K
EWM
228
EPG Wealth Management
Georgia
$4.53K
NFSG
229
Newbridge Financial Services Group
Florida
$4.29K
VWM
230
Vermillion Wealth Management
Minnesota
$4.19K
PTC
231
Private Trust Company
Ohio
$4.1K
VWA
232
Valued Wealth Advisors
Utah
$3.78K -$1.32K -13 -26%
GIA
233
GHP Investment Advisors
Colorado
$3.68K
ACA
234
Aptus Capital Advisors
Alabama
$3.58K
PA
235
Parallel Advisors
California
$3.58K
PFA
236
Pillar Financial Advisors
Kentucky
$3.47K
GWM
237
Gilpin Wealth Management
Colorado
$2.66K +$2.64K +26 New
VNA
238
Valley National Advisers
Pennsylvania
$2K
KCM
239
Key Capital Management
Tennessee
$1.94K +$1.93K +19 New
DF
240
DecisionPoint Financial
Arizona
$1.64K
WWM
241
Wolff Wiese Magana
California
$1.53K
BLC
242
Brown, Lisle/Cummings
Rhode Island
$1.23K
LI
243
LRI Investments
Florida
$1.23K
EP
244
Essential Partners
California
$1.12K +$1.12K +11 New
DSC
245
Duncker Streett & Co
Missouri
$306
HNB
246
Huntington National Bank
Ohio
$102
MI
247
Motiv8 Investments
Florida
$83 +$82.5K +812 New
RCM
248
Raleigh Capital Management
North Carolina
$39
KFG
249
Kingdom Financial Group
Arizona
$13
CGH
250
Crossmark Global Holdings
Texas
-$898K -8,730 Closed