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Fidelity MSCI Consumer Discretionary Index ETF

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

21% more funds holding

Funds holding: 121147 (+26)

16% more capital invested

Capital invested by funds: $387M → $447M (+$60.1M)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

3% less ownership

Funds ownership: 37.63%34.63% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.74M

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$3.34M -$39K -588 -1%
TGAM
27
TBH Global Asset Management
Tennessee
$3.3M +$681K +10,252 +29%
SI
28
Stephens Inc
Arkansas
$3.24M -$113K -1,695 -4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.17M -$4.59M -69,215 -61%
RJA
30
Raymond James & Associates
Florida
$3.09M +$55.8K +841 +2%
ACA
31
Atlas Capital Advisors
Wyoming
$2.85M +$1.18M +17,774 +80%
SPC
32
Sigma Planning Corp
Michigan
$2.79M +$156K +2,345 +6%
ECM
33
Exchange Capital Management
Michigan
$2.76M -$16.6K -250 -0.6%
CCM
34
Cribstone Capital Management
Maine
$2.7M -$46.7K -703 -2%
LNC
35
Lincoln National Corp
Pennsylvania
$2.59M +$1.29M +19,497 +117%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.46M -$425K -6,402 -16%
MCC
37
Money Concepts Capital
Florida
$2.37M +$2.2M +33,168 New
HCA
38
Heck Capital Advisors
Wisconsin
$2.27M +$223K +3,355 +12%
MWM
39
Maltin Wealth Management
New Jersey
$2.2M -$179K -2,699 -8%
MA
40
Mutual Advisors
Nebraska
$2.15M +$1.39M +20,922 +228%
Goldman Sachs
41
Goldman Sachs
New York
$2M
KPWS
42
Kestra Private Wealth Services
Texas
$1.98M +$475K +7,163 +35%
DFG
43
Demars Financial Group
Washington
$1.97M -$835K -12,572 -31%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.72M -$10.3K -155 -0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.64M +$30.5K +459 +2%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.42M +$100K +1,508 +8%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.32M +$252K +3,800 +26%
AIC
48
Ameritas Investment Company
Nebraska
$1.12M -$12.7K -191 -1%
ERWM
49
Elk River Wealth Management
Colorado
$1.05M +$973K +14,661 New
LA
50
Lynch & Associates
Indiana
$1M -$12.9K -194 -1%