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Fidelity MSCI Consumer Discretionary Index ETF

166 hedge funds and large institutions have $403M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 164166 (+2)

4% more capital invested

Capital invested by funds: $386M → $403M (+$16.4M)

2% more call options, than puts

Call options by funds: $422K | Put options by funds: $414K

0.8% less ownership

Funds ownership: 26.41%25.62% (-0.8%)

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
63
Reduced
47
Closed
15
Calls
$422K
Puts
$414K
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.55M -$35.7K -451 -1%
SI
27
Stephens Inc
Arkansas
$3.49M -$18.8K -237 -0.5%
FI
28
FormulaFolio Investments
Michigan
$3.48M -$335K -4,236 -9%
SPC
29
Sigma Planning Corp
Michigan
$3.37M +$82.8K +1,045 +3%
ECM
30
Exchange Capital Management
Michigan
$3.09M -$23.8K -301 -0.8%
Citadel Advisors
31
Citadel Advisors
Florida
$2.77M +$619K +7,814 +30%
HCA
32
Heck Capital Advisors
Wisconsin
$2.66M -$56.3K -711 -2%
MWM
33
Maltin Wealth Management
New Jersey
$2.56M +$79.6K +1,005 +3%
ACA
34
Atlas Capital Advisors
Wyoming
$2.49M -$486K -6,132 -17%
RJA
35
Raymond James & Associates
Florida
$2.45M +$79.7K +1,006 +3%
QAM
36
Q3 Asset Management
Michigan
$2.44M +$2.38M +30,097 New
BFA
37
Beaumont Financial Advisors
Massachusetts
$2.3M -$5.25M -66,290 -70%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.28M -$32.9K -416 -1%
DFG
39
Demars Financial Group
Washington
$2.28M +$88.6K +1,119 +4%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$2.11M +$217K +2,744 +12%
CCM
41
Cribstone Capital Management
Maine
$2.1M -$893K -11,281 -30%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.99M -$14.9K -188 -0.8%
HAS
43
HBW Advisory Services
California
$1.92M +$1.87M +23,636 New
MA
44
Mutual Advisors
Nebraska
$1.9M +$1.01M +12,760 +120%
PFS
45
Prospera Financial Services
Texas
$1.79M +$1.75M +22,040 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.57M +$211K +2,659 +16%
CFD
47
Creative Financial Designs
Indiana
$1.55M +$317K +4,006 +26%
KPWS
48
Kestra Private Wealth Services
Texas
$1.46M -$513K -6,477 -26%
SSWM
49
Smith Salley Wealth Management
North Carolina
$1.44M +$95K +1,200 +7%
AIC
50
Ameritas Investment Company
Nebraska
$1.4M +$1.29M +16,316 New