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Fidelity MSCI Consumer Discretionary Index ETF

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $353M → $402M (+$48.9M)

12% more funds holding

Funds holding: 104116 (+12)

1.85% more ownership

Funds ownership: 49.16%51% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
33
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
51
Canton Hathaway
Rhode Island
$595K +$70K +1,503 +14%
SCA
52
Snowden Capital Advisors
New York
$584K +$2.51K +54 +0.4%
RJA
53
Raymond James & Associates
Florida
$544K -$195K -4,196 -27%
IAN
54
Integrated Advisors Network
Texas
$539K +$520K +11,180 New
CTA
55
Colonial Trust Advisors
South Carolina
$513K -$3.12K -67 -0.6%
UBS Group
56
UBS Group
Switzerland
$508K +$168K +3,618 +52%
FVWA
57
Foster Victor Wealth Advisors
South Carolina
$497K +$93 +2 +0%
DI
58
DFPG Investments
Utah
$462K +$37K +794 +9%
Creative Planning
59
Creative Planning
Kansas
$368K +$14K +300 +4%
LNC
60
Lincoln National Corp
Pennsylvania
$354K -$16.1K -345 -4%
CFGS
61
Concourse Financial Group Securities
Alabama
$328K +$21.1K +453 +7%
DY
62
Dowling & Yahnke
California
$325K +$314K +6,737 New
WPP
63
Whalerock Point Partners
Rhode Island
$318K -$13.4K -287 -4%
OC
64
Oppenheimer & Co
New York
$278K -$11.2K -240 -4%
EIP
65
Ellis Investment Partners
Pennsylvania
$275K +$122K +2,612 +86%
FWM
66
Foresight Wealth Management
Utah
$270K
AA
67
Advisory Alpha
Michigan
$262K +$65.9K +1,416 +36%
CS
68
Credit Suisse
Switzerland
$261K -$209K -4,491 -45%
MA
69
Mutual Advisors
Nebraska
$252K +$243K +5,221 New
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$211K +$419 +9 +0.2%
CAN
71
Cetera Advisor Networks
California
$210K -$74.5K -1,600 -27%
SSWG
72
Seven Springs Wealth Group
Tennessee
$208K +$200K +4,301 New
GC
73
Grace Capital
Massachusetts
$171K +$165K +3,548 New
HIA
74
Harbor Investment Advisory
Maryland
$165K +$159K +3,426 New
KPCM
75
Kings Point Capital Management
New York
$145K +$140K +3,000 New