We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$2.07M -$252K -2,693 -11%
SA
52
Sanctuary Advisors
Indiana
$2.07M -$26.4K -282 -1%
CI
53
CX Institutional
Indiana
$1.94M +$60.5K +646 +3%
Ameriprise
54
Ameriprise
Minnesota
$1.93M -$59.4K -634 -3%
JWCA
55
J.W. Cole Advisors
Florida
$1.84M -$13.4K -143 -0.8%
HCA
56
Heck Capital Advisors
Wisconsin
$1.84M -$7.03K -75 -0.4%
LA
57
Lynch & Associates
Indiana
$1.74M -$51.9K -554 -3%
Citigroup
58
Citigroup
New York
$1.73M +$200K +2,132 +14%
KPWM
59
KDK Private Wealth Management
Texas
$1.62M +$1.56M +16,612 New
RIA
60
Regal Investment Advisors
Michigan
$1.6M +$167K +1,777 +12%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.59M +$1.53M +16,358 New
OPS
62
Orion Portfolio Solutions
Nebraska
$1.59M +$1.53M +16,358 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.55M -$88.7K -946 -6%
PFA
64
Pathway Financial Advisers
Indiana
$1.52M +$7.97K +85 +0.5%
DC
65
Davenport & Co
Virginia
$1.49M +$131K +1,402 +10%
AAS
66
Ameritas Advisory Services
Nebraska
$1.47M +$119K +1,272 +9%
TCA
67
Transcend Capital Advisors
New Jersey
$1.41M -$23.5K -251 -2%
EIP
68
Ellis Investment Partners
Pennsylvania
$1.37M -$115K -1,223 -8%
SCA
69
Southern Capital Advisors
Tennessee
$1.33M +$2.06K +22 +0.2%
AWS
70
Atria Wealth Solutions
New York
$1.33M -$451K -4,807 -26%
ECA
71
Elevated Capital Advisors
Utah
$1.25M +$614K +6,546 +105%
CWM
72
Congress Wealth Management
Massachusetts
$1.19M +$1.14M +12,161 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$428K +4,569 +65%
BCM
74
Brookstone Capital Management
Illinois
$1.1M -$3.62M -38,646 -77%
FFA
75
Farther Finance Advisors
California
$1.09M +$154K +1,638 +17%