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Fidelity MSCI Consumer Discretionary Index ETF

166 hedge funds and large institutions have $403M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 164166 (+2)

4% more capital invested

Capital invested by funds: $386M → $403M (+$16.4M)

2% more call options, than puts

Call options by funds: $422K | Put options by funds: $414K

0.8% less ownership

Funds ownership: 26.41%25.62% (-0.8%)

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
63
Reduced
47
Closed
15
Calls
$422K
Puts
$414K
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$1.14M +$100K +1,267 +10%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.11M -$1.7M -21,517 -61%
LA
53
Lynch & Associates
Indiana
$1.11M -$1.66K -21 -0.2%
SWM
54
Spire Wealth Management
Virginia
$1.09M +$11.3K +143 +1%
ASN
55
Advisory Services Network
Georgia
$1.09M +$192K +2,422 +22%
EIP
56
Ellis Investment Partners
Pennsylvania
$1.06M -$25.4K -321 -2%
BWM
57
Birchcreek Wealth Management
Ohio
$995K +$13.5K +171 +1%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$985K +$82.6K +1,043 +9%
GTAM
59
Global Trust Asset Management
Florida
$906K +$210K +2,657 +31%
CH
60
Canton Hathaway
Rhode Island
$851K -$39.6K -500 -5%
Goldman Sachs
61
Goldman Sachs
New York
$815K -$1.42M -17,951 -64%
SIA
62
Soltis Investment Advisors
Utah
$809K +$166K +2,096 +27%
EH
63
Equitable Holdings
New York
$792K -$38K -480 -5%
PG
64
Prostatis Group
Maryland
$781K -$79.6K -1,005 -9%
US Bancorp
65
US Bancorp
Minnesota
$768K +$6.73K +85 +0.9%
HI
66
Harbour Investments
Wisconsin
$744K +$700K +8,833 +2,598%
PPA
67
Parametric Portfolio Associates
Washington
$732K +$72.7K +918 +11%
SW
68
SVB Wealth
Massachusetts
$723K -$43.6K -550 -6%
NA
69
NewEdge Advisors
Louisiana
$715K -$64.2K -811 -8%
UBS Group
70
UBS Group
Switzerland
$671K +$146K +1,848 +29%
JWCA
71
J.W. Cole Advisors
Florida
$656K +$235K +2,971 +58%
CAN
72
Cetera Advisor Networks
California
$635K +$312K +3,942 +101%
Renaissance Technologies
73
Renaissance Technologies
New York
$626K -$790K -9,980 -56%
IAN
74
Integrated Advisors Network
Texas
$616K -$110K -1,394 -15%
TRCT
75
Tower Research Capital (TRC)
New York
$596K +$389K +4,916 +202%