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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$1.51M +$1.38M +19,119 New
RJA
52
Raymond James & Associates
Florida
$1.48M -$93.2K -1,290 -6%
Wells Fargo
53
Wells Fargo
California
$1.44M +$138K +1,909 +12%
Ameriprise
54
Ameriprise
Minnesota
$1.41M -$1.66M -22,915 -56%
PFA
55
Pathway Financial Advisers
Indiana
$1.38M -$12.5K -173 -1%
EIP
56
Ellis Investment Partners
Pennsylvania
$1.25M +$16.4K +227 +1%
LA
57
Lynch & Associates
Indiana
$1.23M +$123K +1,702 +12%
HAS
58
HBW Advisory Services
California
$1.22M +$1.11M +15,428 New
VWM
59
VCI Wealth Management
Missouri
$1.16M +$1.06M +14,651 New
AAS
60
Ameritas Advisory Services
Nebraska
$1.16M -$84.6K -1,171 -7%
LA
61
Lifeworks Advisors
Michigan
$1.08M -$494K -6,840 -33%
Citadel Advisors
62
Citadel Advisors
Florida
$1.05M +$901K +12,476 +1,449%
CW
63
Connectus Wealth
Ohio
$911K -$4.72M -65,359 -85%
SCA
64
Southern Capital Advisors
Tennessee
$903K +$126K +1,748 +18%
Prudential Financial
65
Prudential Financial
New Jersey
$892K +$60.3K +835 +8%
PCS
66
Personal CFO Solutions
New Jersey
$870K -$1.2M -16,598 -60%
QAM
67
Q3 Asset Management
Michigan
$850K +$778K +10,768 New
SWM
68
Spire Wealth Management
Virginia
$824K -$578 -8 -0.1%
NA
69
NewEdge Advisors
Louisiana
$777K -$72.7K -1,006 -9%
SFPG
70
Stonebridge Financial Planning Group
Florida
$733K +$75.1K +1,040 +13%
SPC
71
Sigma Planning Corp
Michigan
$717K -$1.27M -17,625 -66%
MCM
72
Magnolia Capital Management
New York
$711K
AWM
73
Axxcess Wealth Management
California
$685K -$681K -9,429 -52%
LFAS
74
Level Four Advisory Services
Texas
$661K -$7.22K -100 -1%
MML Investors Services
75
MML Investors Services
Massachusetts
$661K -$165K -2,288 -21%