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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 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:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
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
EWA
51
EP Wealth Advisors
California
$1.9M
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$1.9M
JWCA
53
J.W. Cole Advisors
Florida
$1.81M
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.79M
RIA
55
Regal Investment Advisors
Michigan
$1.73M
LA
56
Lynch & Associates
Indiana
$1.72M
SCA
57
Southern Capital Advisors
Tennessee
$1.62M
BCI
58
Brinker Capital Investments
Pennsylvania
$1.6M
PFA
59
Pathway Financial Advisers
Indiana
$1.54M
KPWM
60
KDK Private Wealth Management
Texas
$1.54M
NA
61
NewEdge Advisors
Louisiana
$1.43M
PJSIMP
62
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$1.33M
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.31M
EIP
65
Ellis Investment Partners
Pennsylvania
$1.27M
AWS
66
Atria Wealth Solutions
New York
$1.21M
Raymond James Financial
67
Raymond James Financial
Florida
$1.16M
IRC
68
Investors Research Corp
Georgia
$1.12M
AAS
69
Ameritas Advisory Services
Nebraska
$1.05M
ECA
70
Elevated Capital Advisors
Utah
$1.02M
ACM
71
AlphaStar Capital Management
North Carolina
$1.02M
Jones Financial Companies
72
Jones Financial Companies
Missouri
$964K
SCA
73
Snowden Capital Advisors
New York
$938K
MWM
74
Meridian Wealth Management
Kentucky
$847K
CGH
75
Crossmark Global Holdings
Texas
$822K