FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Grimes & Company
Massachusetts
$3.82M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.78M
CI
28
CX Institutional
Indiana
$3.78M
Mariner
29
Mariner
Kansas
$3.75M
PWM
30
Penobscot Wealth Management
Maine
$3.75M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.59M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.53M
MWM
33
Maltin Wealth Management
New Jersey
$3.15M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.12M
SA
35
SFI Advisors
New Jersey
$2.99M
PJSIMP
36
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.99M
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$2.59M
GAA
38
Global Assets Advisory
Florida
$2.54M
UBS Group
39
UBS Group
Switzerland
$2.47M
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.29M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.28M
LA
42
Lifeworks Advisors
Michigan
$2.26M
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.14M
Wells Fargo
44
Wells Fargo
California
$2.05M
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$2.02M
JE
46
Jacobs Equity
Utah
$1.97M
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.91M
LA
48
Lynch & Associates
Indiana
$1.86M
ECA
49
Elevated Capital Advisors
Utah
$1.73M
KPWS
50
Kestra Private Wealth Services
Texas
$1.69M