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Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$1.17M -$108K -1,618 -9%
EIP
52
Ellis Investment Partners
Pennsylvania
$1.15M +$237K +3,548 +29%
CANY
53
Caxton Associates (New York)
New York
$1.13M
Wells Fargo
54
Wells Fargo
California
$1.06M -$506K -7,578 -34%
LA
55
Lifeworks Advisors
Michigan
$1.06M -$24.8K -372 -3%
NA
56
NewEdge Advisors
Louisiana
$1.02M -$24.3K -364 -3%
LNC
57
Lincoln National Corp
Pennsylvania
$985K -$594K -8,904 -40%
LA
58
Lynch & Associates
Indiana
$975K +$63.4K +950 +8%
SWM
59
Spire Wealth Management
Virginia
$854K +$16.1K +241 +2%
Marshall Wace
60
Marshall Wace
United Kingdom
$854K +$777K +11,643 New
ASN
61
Advisory Services Network
Georgia
$778K -$231K -3,467 -25%
SCA
62
Southern Capital Advisors
Tennessee
$707K -$23.6K -353 -4%
COCM
63
Charter Oak Capital Management
New Hampshire
$694K -$7.08K -106 -1%
MCM
64
Magnolia Capital Management
New York
$661K +$588K +8,815 +4,521%
BWM
65
Birchcreek Wealth Management
Ohio
$641K -$201K -3,014 -26%
LFAS
66
Level Four Advisory Services
Texas
$622K +$3.34K +50 +0.6%
CAN
67
Cetera Advisor Networks
California
$587K -$67.8K -1,016 -11%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$576K -$110K -1,642 -17%
SS
69
Sunbelt Securities
Texas
$553K +$374K +5,607 +290%
Prudential Financial
70
Prudential Financial
New Jersey
$537K +$126K +1,886 +35%
HCM
71
Hall Capital Management
Rhode Island
$537K
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$531K -$2.08M -31,223 -81%
SCA
73
Snowden Capital Advisors
New York
$509K +$34K +510 +8%
IRC
74
Investors Research Corp
Georgia
$509K +$13.2K +197 +3%
GCP
75
GSA Capital Partners
United Kingdom
$494K -$71.9K -1,077 -14%