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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
51
Elevated Capital Advisors
Utah
$2.04M +$455K +4,479 +29%
JSAM
52
J. Safra Asset Management
New York
$1.97M +$1.13M +11,093 +135%
LA
53
Lynch & Associates
Indiana
$1.97M +$21.4K +211 +1%
SCA
54
Southern Capital Advisors
Tennessee
$1.77M +$2.94K +29 +0.2%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.71M -$114K -1,127 -6%
PFA
56
Pathway Financial Advisers
Indiana
$1.69M -$1.32K -13 -0.1%
EWA
57
EP Wealth Advisors
California
$1.67M +$1.66M +16,318 New
KPWM
58
KDK Private Wealth Management
Texas
$1.64M -$17K -167 -1%
BFA
59
Beaumont Financial Advisors
Massachusetts
$1.54M +$203 +2 +0%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.51M -$13.1K -129 -0.9%
AAS
61
Ameritas Advisory Services
Nebraska
$1.48M +$279K +2,748 +23%
Raymond James Financial
62
Raymond James Financial
Florida
$1.42M +$73.4K +723 +5%
ANBT
63
American National Bank & Trust
Texas
$1.39M +$358K +3,527 +35%
EIP
64
Ellis Investment Partners
Pennsylvania
$1.38M +$2.23K +22 +0.2%
JE
65
Jacobs Equity
Utah
$1.38M +$1.37M +13,466 New
RSWM
66
Robertson Stephens Wealth Management
California
$1.37M +$1M +9,878 +278%
NA
67
NewEdge Advisors
Louisiana
$1.35M -$141K -1,387 -10%
SPC
68
Sigma Planning Corp
Michigan
$1.34M -$312K -3,068 -19%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$1.31M +$91K +896 +7%
IRC
70
Investors Research Corp
Georgia
$1.29M -$1.32K -13 -0.1%
SA
71
Sanctuary Advisors
Indiana
$1.13M -$36.7K -361 -3%
MWM
72
Meridian Wealth Management
Kentucky
$1.09M +$49.3K +486 +5%
SS
73
Sunbelt Securities
Texas
$1.04M +$311K +3,061 +43%
SF
74
Summit Financial
New Jersey
$1.03M +$2.54K +25 +0.2%
RIA
75
Regal Investment Advisors
Michigan
$981K -$303K -2,983 -24%