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Fidelity MSCI Consumer Discretionary Index ETF

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $353M → $402M (+$48.9M)

12% more funds holding

Funds holding: 104116 (+12)

1.85% more ownership

Funds ownership: 49.16%51% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
33
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Exchange Capital Management
Michigan
$2M -$369K -7,922 -16%
BCM
27
Beck Capital Management
Texas
$1.75M -$188K -4,029 -10%
LPL Financial
28
LPL Financial
California
$1.74M -$36.5K -785 -2%
HCA
29
Heck Capital Advisors
Wisconsin
$1.54M +$247K +5,303 +20%
TGAM
30
TBH Global Asset Management
Tennessee
$1.42M +$1.37M +29,465 New
ASN
31
Advisory Services Network
Georgia
$1.24M +$211K +4,540 +21%
Citadel Advisors
32
Citadel Advisors
Florida
$1.2M -$578K -12,416 -33%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.16M +$169K +3,634 +18%
EH
34
Equitable Holdings
New York
$1.16M +$1.12M +23,972 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.07M +$557K +11,957 +117%
AG
36
Advisor Group
Arizona
$1.05M -$660K -14,180 -40%
PG
37
Prostatis Group
Maryland
$899K +$867K +18,622 New
AI
38
Atria Investments
North Carolina
$889K -$20.3K -435 -2%
CAS
39
Cascadia Advisory Services
Oregon
$889K +$858K +18,428 New
SPC
40
Sigma Planning Corp
Michigan
$871K -$44.7K -960 -5%
TRCT
41
Tower Research Capital (TRC)
New York
$808K -$59.6K -1,281 -7%
SSWM
42
Smith Salley Wealth Management
North Carolina
$752K +$63.5K +1,365 +10%
MWC
43
MKD Wealth Coaches
Michigan
$747K -$14.6K -314 -2%
LA
44
Lynch & Associates
Indiana
$740K -$35K -751 -5%
NAM
45
NorthCoast Asset Management
Connecticut
$733K -$47.2K -1,014 -6%
AIC
46
Ameritas Investment Company
Nebraska
$727K +$45.1K +969 +7%
MML Investors Services
47
MML Investors Services
Massachusetts
$704K -$307K -6,602 -31%
HighTower Advisors
48
HighTower Advisors
Illinois
$682K +$15.5K +334 +2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$675K +$122K +2,625 +23%
CST
50
Charles Schwab Trust
Nevada
$667K +$133K +2,864 +26%