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Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,725% more call options, than puts

Call options by funds: $146K | Put options by funds: $8K

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 185187 (+2)

0.22% more ownership

Funds ownership: 35.84%36.06% (+0.22%)

2% less capital invested

Capital invested by funds: $521M → $511M (-$10M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.63M -$3.05M -38,375 -46%
ASN
27
Advisory Services Network
Georgia
$3.21M +$167K +2,103 +6%
YWM
28
Yoder Wealth Management
California
$2.9M +$86.9K +1,094 +3%
WA
29
Win Advisors
Florida
$2.77M +$2.72M +34,204 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.71M +$288K +3,627 +12%
PWM
31
Penobscot Wealth Management
Maine
$2.64M +$195K +2,453 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.59M -$218K -2,743 -8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.59M +$576K +7,253 +29%
ECM
34
Exchange Capital Management
Michigan
$2.54M -$67.6K -851 -3%
MWM
35
Maltin Wealth Management
New Jersey
$2.48M +$62.1K +781 +3%
EWA
36
EP Wealth Advisors
California
$2.12M +$355K +4,473 +21%
Jane Street
37
Jane Street
New York
$2.11M +$97.7K +1,230 +5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.09M -$30K -377 -1%
NA
39
NewEdge Advisors
Louisiana
$2.01M +$1.2M +15,163 +157%
Wells Fargo
40
Wells Fargo
California
$1.98M +$57.8K +727 +3%
SSWM
41
Smith Salley Wealth Management
North Carolina
$1.97M +$6.51K +82 +0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.79M +$1.06M +13,285 +151%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.79M -$2.63M -33,100 -60%
AWS
44
Atria Wealth Solutions
New York
$1.76M -$454K -5,713 -21%
UBS Group
45
UBS Group
Switzerland
$1.67M +$162K +2,036 +11%
KPWS
46
Kestra Private Wealth Services
Texas
$1.65M -$19K -239 -1%
JWCA
47
J.W. Cole Advisors
Florida
$1.61M +$3.34K +42 +0.2%
CI
48
CX Institutional
Indiana
$1.59M -$276K -3,468 -15%
Ameriprise
49
Ameriprise
Minnesota
$1.57M +$92.5K +1,164 +6%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.56M -$501K -6,310 -25%