We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $333M → $387M (+$53.2M)

10% more funds holding

Funds holding: 110121 (+11)

6.71% less ownership

Funds ownership: 44.33%37.63% (-6.7%)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
41
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.63M +$2.52M +42,385 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.53M +$1.7M +28,576 +233%
DFG
28
Demars Financial Group
Washington
$2.49M -$12K -201 -0.5%
QAM
29
Q3 Asset Management
Michigan
$2.48M +$2.38M +39,981 New
ECM
30
Exchange Capital Management
Michigan
$2.41M -$31.6K -531 -1%
CCM
31
Cribstone Capital Management
Maine
$2.39M -$257K -4,312 -10%
SPC
32
Sigma Planning Corp
Michigan
$2.27M +$150K +2,522 +7%
TGAM
33
TBH Global Asset Management
Tennessee
$2.23M +$111K +1,860 +5%
MWM
34
Maltin Wealth Management
New Jersey
$2.08M -$303K -5,088 -13%
HCA
35
Heck Capital Advisors
Wisconsin
$1.76M -$294K -4,937 -15%
Goldman Sachs
36
Goldman Sachs
New York
$1.74M +$1.67M +28,000 New
Marshall Wace
37
Marshall Wace
United Kingdom
$1.73M +$711K +11,944 +75%
Citadel Advisors
38
Citadel Advisors
Florida
$1.54M +$586K +9,847 +66%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.5M +$215K +3,616 +18%
HAS
40
HBW Advisory Services
California
$1.46M +$1.4M +23,531 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.39M +$609K +10,242 +84%
ACA
42
Atlas Capital Advisors
Wyoming
$1.37M +$210K +3,535 +19%
KPWS
43
Kestra Private Wealth Services
Texas
$1.27M +$1.22M +20,520 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.14M +$84.7K +1,423 +8%
NR
45
Newfound Research
Massachusetts
$1.13M -$1M -16,844 -48%
LNC
46
Lincoln National Corp
Pennsylvania
$1.04M +$317K +5,320 +47%
TRCT
47
Tower Research Capital (TRC)
New York
$962K +$923K +15,514 New
Renaissance Technologies
48
Renaissance Technologies
New York
$906K +$869K +14,600 New
LA
49
Lynch & Associates
Indiana
$880K -$3.45K -58 -0.4%
SW
50
SVB Wealth
Massachusetts
$828K -$415K -6,975 -34%