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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $844M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Grimes & Company
Massachusetts
$4.91M
KGP
27
Keystone Global Partners
Colorado
$4.77M
YWM
28
Yoder Wealth Management
California
$4.6M
SPIA
29
Steward Partners Investment Advisory
New York
$4.31M
MWM
30
Maltin Wealth Management
New Jersey
$3.54M
PWM
31
Penobscot Wealth Management
Maine
$3.43M
CI
32
CX Institutional
Indiana
$3.32M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.11M
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.04M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.69M
Citigroup
36
Citigroup
New York
$2.67M
Wells Fargo
37
Wells Fargo
California
$2.64M
Two Sigma Investments
38
Two Sigma Investments
New York
$2.53M
MA
39
Maxele Advisors
Missouri
$2.52M
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.48M
LA
41
Lifeworks Advisors
Michigan
$2.43M
KPWS
42
Kestra Private Wealth Services
Texas
$2.37M
UBS Group
43
UBS Group
Switzerland
$2.28M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.22M
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$2.09M
LA
46
Lynch & Associates
Indiana
$1.96M
JWCA
47
J.W. Cole Advisors
Florida
$1.91M
BCI
48
Brinker Capital Investments
Pennsylvania
$1.84M
SCA
49
Southern Capital Advisors
Tennessee
$1.78M
PFA
50
Pathway Financial Advisers
Indiana
$1.7M