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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$3.48M -$180K -2,496 -5%
KAS
27
Kestra Advisory Services
Texas
$3.26M +$79.3K +1,097 +3%
RWP
28
RWA Wealth Partners
Massachusetts
$3.2M -$730K -10,097 -20%
LNC
29
Lincoln National Corp
Pennsylvania
$2.96M +$932K +12,894 +52%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.78M +$108K +1,501 +4%
YWM
31
Yoder Wealth Management
California
$2.76M -$25.1K -347 -1%
AWS
32
Atria Wealth Solutions
New York
$2.72M -$1.43M -19,802 -36%
ASN
33
Advisory Services Network
Georgia
$2.61M +$1.57M +21,711 +190%
ECM
34
Exchange Capital Management
Michigan
$2.6M -$28.3K -392 -1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.5M -$73.1K -1,012 -3%
MWM
36
Maltin Wealth Management
New Jersey
$2.27M -$20.4K -282 -1%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.12M +$1.98M +27,415 New
OPS
38
Orion Portfolio Solutions
Nebraska
$2.12M +$1.98M +27,415 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.07M +$214K +2,965 +13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.98M -$458K -6,343 -20%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$1.96M +$1.8M +24,859 New
PWM
42
Penobscot Wealth Management
Maine
$1.89M -$20K -277 -1%
EWA
43
EP Wealth Advisors
California
$1.85M +$4.05K +56 +0.2%
SSWM
44
Smith Salley Wealth Management
North Carolina
$1.84M +$1.59K +22 +0.1%
CI
45
CX Institutional
Indiana
$1.79M +$1.63M +22,629 New
Marshall Wace
46
Marshall Wace
United Kingdom
$1.69M +$1.22M +16,829 +370%
UBS Group
47
UBS Group
Switzerland
$1.59M +$201K +2,777 +16%
CAN
48
Cetera Advisor Networks
California
$1.58M +$30.3K +419 +2%
KPWS
49
Kestra Private Wealth Services
Texas
$1.57M -$12.6K -174 -0.9%
JWCA
50
J.W. Cole Advisors
Florida
$1.52M +$83.3K +1,153 +6%