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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KCM Investment Advisors
California
$4.76M
SA
27
SFI Advisors
New Jersey
$4.71M
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.19M
YWM
29
Yoder Wealth Management
California
$3.97M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.92M
GA
31
Guerra Advisors
Florida
$3.81M
SPIA
32
Steward Partners Investment Advisory
New York
$3.59M
CI
33
CX Institutional
Indiana
$3.25M
MWM
34
Maltin Wealth Management
New Jersey
$3.21M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.05M
PWM
36
Penobscot Wealth Management
Maine
$3.05M
Jane Street
37
Jane Street
New York
$2.75M
Citigroup
38
Citigroup
New York
$2.71M
ECM
39
Exchange Capital Management
Michigan
$2.67M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.64M
AWMS
41
Advocacy Wealth Management Services
Georgia
$2.63M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.44M
LA
43
Lifeworks Advisors
Michigan
$2.34M
Wells Fargo
44
Wells Fargo
California
$2.29M
SSWM
45
Smith Salley Wealth Management
North Carolina
$2.28M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.28M
SPC
47
Sigma Planning Corp
Michigan
$2.26M
KPWS
48
Kestra Private Wealth Services
Texas
$2.17M
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$2.17M
UBS Group
50
UBS Group
Switzerland
$2M