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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
26
Yoder Wealth Management
California
$5.3M +$728K +7,174 +16%
KIA
27
KCM Investment Advisors
California
$5.17M
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$5.04M +$53.6K +528 +1%
SA
29
SFI Advisors
New Jersey
$4.9M -$122K -1,206 -2%
GC
30
Grimes & Company
Massachusetts
$4.38M -$488K -4,805 -10%
SPIA
31
Steward Partners Investment Advisory
New York
$4.32M +$42.4K +418 +1%
Mariner
32
Mariner
Kansas
$3.9M -$1.39M -13,666 -26%
Citigroup
33
Citigroup
New York
$3.62M +$963K +9,486 +36%
MWM
34
Maltin Wealth Management
New Jersey
$3.57M +$52.6K +518 +2%
PWM
35
Penobscot Wealth Management
Maine
$3.52M +$117K +1,155 +3%
CI
36
CX Institutional
Indiana
$3.48M +$182K +1,792 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.36M +$265K +2,613 +9%
Wells Fargo
38
Wells Fargo
California
$3.29M +$669K +6,591 +26%
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.22M +$196K +1,927 +7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.65M -$15.1K -149 -0.6%
WA
41
Waverly Advisors
Alabama
$2.51M +$2.49M +24,521 New
SSWM
42
Smith Salley Wealth Management
North Carolina
$2.47M +$4.87K +48 +0.2%
MA
43
Maxele Advisors
Missouri
$2.44M -$62.3K -614 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.33M +$124K +1,224 +6%
UBS Group
45
UBS Group
Switzerland
$2.32M +$49.2K +485 +2%
KPWS
46
Kestra Private Wealth Services
Texas
$2.31M -$39.5K -389 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.26M +$2.25M +22,112 New
M1FG
48
Mach-1 Financial Group
Arkansas
$2.21M +$2.19M +21,590 New
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$2.06M -$13.6K -134 -0.7%
LA
50
Lifeworks Advisors
Michigan
$2.05M -$366K -3,607 -15%