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Fidelity MSCI Consumer Discretionary Index ETF

95 hedge funds and large institutions have $329M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $299M → $329M (+$30.1M)

6% more funds holding

Funds holding: 9095 (+5)

0.69% more ownership

Funds ownership: 46.59%47.28% (+0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.93M +$727K +16,152 +62%
NR
27
Newfound Research
Massachusetts
$1.92M +$1.1M +24,338 +138%
SB
28
Suntrust Banks
Georgia
$1.87M -$219K -4,857 -10%
AG
29
Advisor Group
Arizona
$1.77M +$131K +2,919 +8%
Citadel Advisors
30
Citadel Advisors
Florida
$1.63M -$212K -4,705 -12%
MAP
31
Milestone Advisory Partners
North Carolina
$1.56M +$361K +8,029 +31%
HCA
32
Heck Capital Advisors
Wisconsin
$1.22M +$253K +5,627 +27%
Jane Street
33
Jane Street
New York
$1.07M -$510K -11,329 -33%
ASN
34
Advisory Services Network
Georgia
$966K -$440K -9,783 -32%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$904K +$890K +19,769 New
SPC
36
Sigma Planning Corp
Michigan
$896K +$157K +3,486 +22%
TRCT
37
Tower Research Capital (TRC)
New York
$877K -$944K -20,962 -52%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$873K -$55K -1,223 -6%
AI
39
Atria Investments
North Carolina
$844K +$857K +19,034 New
SAM
40
Shamrock Asset Management
Texas
$792K +$753K +16,721 +2,732%
CFGS
41
Concourse Financial Group Securities
Alabama
$715K +$103K +2,278 +17%
MWC
42
MKD Wealth Coaches
Michigan
$713K +$702K +15,597 New
LA
43
Lynch & Associates
Indiana
$702K +$49.7K +1,104 +8%
HighTower Advisors
44
HighTower Advisors
Illinois
$656K +$205K +4,549 +47%
SSWM
45
Smith Salley Wealth Management
North Carolina
$608K +$12.7K +282 +2%
SCA
46
Snowden Capital Advisors
New York
$525K +$23.9K +532 +5%
AIC
47
Ameritas Investment Company
Nebraska
$512K -$118K -2,621 -19%
CTA
48
Colonial Trust Advisors
South Carolina
$488K -$37K -823 -7%
FVWA
49
Foster Victor Wealth Advisors
South Carolina
$475K +$135 +3 +0%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$434K -$3.52M -78,103 -89%