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Fidelity MSCI Consumer Discretionary Index ETF

121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $333M → $387M (+$53.2M)

10% more funds holding

Funds holding: 110121 (+11)

6.71% less ownership

Funds ownership: 44.33%37.63% (-6.7%)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
41
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
$822K
SSWM
52
Smith Salley Wealth Management
North Carolina
$818K -$34.3K -576 -4%
IAN
53
Integrated Advisors Network
Texas
$738K -$125K -2,100 -15%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$696K +$273K +4,586 +69%
CAAS
55
Capital Asset Advisory Services
Michigan
$683K +$36.9K +620 +6%
CH
56
Canton Hathaway
Rhode Island
$670K
GTAM
57
Global Trust Asset Management
Florida
$652K +$613K +10,307 New
BEI
58
Benjamin Edwards Inc
Missouri
$626K +$259K +4,361 +76%
CFGS
59
Concourse Financial Group Securities
Alabama
$570K +$80.8K +1,358 +17%
MA
60
Mutual Advisors
Nebraska
$568K +$64.1K +1,078 +13%
EH
61
Equitable Holdings
New York
$560K -$38.3K -643 -7%
JWCA
62
J.W. Cole Advisors
Florida
$558K +$535K +9,000 New
DI
63
DFPG Investments
Utah
$548K -$43.8K -736 -8%
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$541K +$175K +2,934 +53%
EIP
65
Ellis Investment Partners
Pennsylvania
$532K -$183K -3,068 -26%
ASN
66
Advisory Services Network
Georgia
$502K -$4.7K -79 -1%
SIA
67
Soltis Investment Advisors
Utah
$482K -$2.36M -39,659 -84%
SPFA
68
Summit Place Financial Advisors
New Jersey
$459K +$440K +7,400 New
FTUS
69
Flow Traders U.S.
New York
$449K +$137K +2,299 +47%
WPP
70
Whalerock Point Partners
Rhode Island
$409K -$368K -6,189 -94%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$380K +$364K +6,123 New
CA
72
Crumly & Associates
Illinois
$363K -$47.1K -792 -12%
NA
73
NewEdge Advisors
Louisiana
$362K +$348K +5,841 New
Wolverine Trading
74
Wolverine Trading
Illinois
$333K +$322K +5,409 New
SWP
75
Stratos Wealth Partners
Ohio
$271K -$1.96K -33 -0.8%