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Fidelity MSCI Consumer Discretionary Index ETF

226 hedge funds and large institutions have $812M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2M
EWA
52
EP Wealth Advisors
California
$1.9M
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$1.9M
JWCA
54
J.W. Cole Advisors
Florida
$1.81M
BFA
55
Beaumont Financial Advisors
Massachusetts
$1.79M
RIA
56
Regal Investment Advisors
Michigan
$1.73M
LA
57
Lynch & Associates
Indiana
$1.72M
SCA
58
Southern Capital Advisors
Tennessee
$1.62M
BCI
59
Brinker Capital Investments
Pennsylvania
$1.6M
PFA
60
Pathway Financial Advisers
Indiana
$1.54M
KPWM
61
KDK Private Wealth Management
Texas
$1.54M
NA
62
NewEdge Advisors
Louisiana
$1.43M
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.33M
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.31M
EIP
66
Ellis Investment Partners
Pennsylvania
$1.27M
AWS
67
Atria Wealth Solutions
New York
$1.21M
Raymond James Financial
68
Raymond James Financial
Florida
$1.16M
IRC
69
Investors Research Corp
Georgia
$1.12M
AAS
70
Ameritas Advisory Services
Nebraska
$1.05M
ECA
71
Elevated Capital Advisors
Utah
$1.02M
ACM
72
AlphaStar Capital Management
North Carolina
$1.02M
Jones Financial Companies
73
Jones Financial Companies
Missouri
$964K
SCA
74
Snowden Capital Advisors
New York
$938K
MWM
75
Meridian Wealth Management
Kentucky
$847K