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Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.37M -$440K -6,512 -14%
SPC
27
Sigma Planning Corp
Michigan
$2.37M -$289K -4,270 -10%
FTUS
28
Flow Traders U.S.
New York
$2.31M +$1.92M +28,357 +259%
TRCT
29
Tower Research Capital (TRC)
New York
$2.26M +$1.28M +18,939 +98%
CFD
30
Creative Financial Designs
Indiana
$2.25M +$587K +8,681 +29%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.18M -$1.31M -19,376 -34%
Mariner
32
Mariner
Kansas
$2.17M -$2.2M -32,507 -47%
ECM
33
Exchange Capital Management
Michigan
$2.11M -$20.6K -305 -0.8%
Goldman Sachs
34
Goldman Sachs
New York
$2.08M +$114K +1,689 +5%
AWS
35
Atria Wealth Solutions
New York
$2.05M -$1.12M -16,615 -32%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.89M -$6.57M -97,163 -75%
TGAM
37
TBH Global Asset Management
Tennessee
$1.85M -$2.12M -31,323 -50%
LNC
38
Lincoln National Corp
Pennsylvania
$1.8M +$945K +13,977 +84%
MWM
39
Maltin Wealth Management
New Jersey
$1.66M +$71.7K +1,060 +4%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.6M -$122K -1,801 -6%
WA
41
Win Advisors
Florida
$1.57M +$1.77M +26,250 New
MA
42
Maxele Advisors
Missouri
$1.46M -$214K -3,167 -11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.45M -$83.6K -1,236 -5%
CCM
44
Cribstone Capital Management
Maine
$1.37M -$1.42K -21 -0.1%
RJA
45
Raymond James & Associates
Florida
$1.29M +$1.06M +15,706 +252%
SSWM
46
Smith Salley Wealth Management
North Carolina
$1.28M +$89.1K +1,318 +6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.23M +$36.6K +542 +3%
PWM
48
Penobscot Wealth Management
Maine
$1.2M +$103K +1,526 +8%
ASN
49
Advisory Services Network
Georgia
$1.2M +$144K +2,132 +12%
KPWS
50
Kestra Private Wealth Services
Texas
$1.16M -$23.5K -347 -2%