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Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,725% more call options, than puts

Call options by funds: $146K | Put options by funds: $8K

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 185187 (+2)

0.22% more ownership

Funds ownership: 35.84%36.06% (+0.22%)

2% less capital invested

Capital invested by funds: $521M → $511M (-$10M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$1.54M -$36.6K -461 -2%
HCA
52
Heck Capital Advisors
Wisconsin
$1.53M -$36.6K -461 -2%
LA
53
Lynch & Associates
Indiana
$1.42M +$42.7K +538 +3%
VWM
54
VCI Wealth Management
Missouri
$1.34M +$330K +4,154 +34%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.32M -$3.99M -50,203 -76%
PFA
56
Pathway Financial Advisers
Indiana
$1.3M -$10.9K -137 -0.8%
EIP
57
Ellis Investment Partners
Pennsylvania
$1.27M -$8.1K -102 -0.6%
LA
58
Lifeworks Advisors
Michigan
$1.22M -$110K -1,389 -8%
AAS
59
Ameritas Advisory Services
Nebraska
$1.18M -$80.3K -1,011 -6%
SCA
60
Southern Capital Advisors
Tennessee
$1.1M +$54.1K +681 +5%
DC
61
Davenport & Co
Virginia
$984K +$130K +1,637 +16%
TCM
62
Triumph Capital Management
Colorado
$977K -$1.75K -22 -0.2%
SCA
63
Snowden Capital Advisors
New York
$967K +$23.9K +301 +3%
RIA
64
Regal Investment Advisors
Michigan
$953K +$146K +1,832 +18%
SPC
65
Sigma Planning Corp
Michigan
$930K -$99.1K -1,247 -10%
GCP
66
GSA Capital Partners
United Kingdom
$889K -$122K -1,541 -12%
Citigroup
67
Citigroup
New York
$850K +$711K +8,944 +576%
SWM
68
Spire Wealth Management
Virginia
$813K -$7.39K -93 -0.9%
TRCT
69
Tower Research Capital (TRC)
New York
$809K +$616K +7,752 +347%
SFPG
70
Stonebridge Financial Planning Group
Florida
$730K -$57.2K -720 -7%
MCM
71
Magnolia Capital Management
New York
$730K
PCS
72
Personal CFO Solutions
New Jersey
$717K -$15.5K -195 -2%
IRC
73
Investors Research Corp
Georgia
$702K +$44.6K +561 +7%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$672K -$8.66K -109 -1%
LFAS
75
Level Four Advisory Services
Texas
$665K -$13.5K -170 -2%