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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
SFI Advisors
New Jersey
$5.22M -$33.6K -359 -0.7%
KIA
27
KCM Investment Advisors
California
$4.94M
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.87M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.57M +$389K +4,152 +10%
ASN
30
Advisory Services Network
Georgia
$4.48M +$604K +6,449 +16%
AssetMark Inc
31
AssetMark Inc
California
$4.39M +$2.68M +28,608 +174%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.2M -$37.1K -396 -0.9%
YWM
33
Yoder Wealth Management
California
$3.88M +$170K +1,811 +5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.73M +$259K +2,763 +8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.55M -$83.2K -888 -2%
PWM
36
Penobscot Wealth Management
Maine
$3.48M +$104K +1,105 +3%
GWA
37
GGM Wealth Advisors
Maryland
$3.22M +$3.1M +33,057 New
MWM
38
Maltin Wealth Management
New Jersey
$3.04M -$8.62K -92 -0.3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.9M +$2.25K +24 +0.1%
ECM
40
Exchange Capital Management
Michigan
$2.89M -$106K -1,134 -4%
MA
41
Maxele Advisors
Missouri
$2.7M +$2.6M +27,697 New
Raymond James Financial
42
Raymond James Financial
Florida
$2.66M +$2.55M +27,251 New
Wells Fargo
43
Wells Fargo
California
$2.64M +$138K +1,475 +6%
SPC
44
Sigma Planning Corp
Michigan
$2.6M +$1.46M +15,553 +140%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.58M +$2.48M +26,440 New
LA
46
Lifeworks Advisors
Michigan
$2.4M +$495K +5,279 +27%
SSWM
47
Smith Salley Wealth Management
North Carolina
$2.32M -$122K -1,301 -5%
UBS Group
48
UBS Group
Switzerland
$2.2M +$341K +3,635 +19%
KPWS
49
Kestra Private Wealth Services
Texas
$2.16M +$9.09K +97 +0.4%
EWA
50
EP Wealth Advisors
California
$2.15M -$51.8K -553 -2%