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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.68M
NYLIM
52
New York Life Investment Management
New York
$1.66M
TRCT
53
Tower Research Capital (TRC)
New York
$1.61M
PFA
54
Pathway Financial Advisers
Indiana
$1.51M
KPWM
55
KDK Private Wealth Management
Texas
$1.5M
EWA
56
EP Wealth Advisors
California
$1.5M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.39M
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.37M
ANBT
59
American National Bank & Trust
Texas
$1.34M
AAS
60
Ameritas Advisory Services
Nebraska
$1.29M
RSWM
61
Robertson Stephens Wealth Management
California
$1.28M
JSAM
62
J. Safra Asset Management
New York
$1.28M
SCA
63
Southern Capital Advisors
Tennessee
$1.27M
Raymond James Financial
64
Raymond James Financial
Florida
$1.26M
IRC
65
Investors Research Corp
Georgia
$1.25M
Jane Street
66
Jane Street
New York
$1.18M
MWM
67
Meridian Wealth Management
Kentucky
$1.18M
SPC
68
Sigma Planning Corp
Michigan
$1.08M
EIP
69
Ellis Investment Partners
Pennsylvania
$1.04M
SF
70
Summit Financial
New Jersey
$911K
SC
71
Syon Capital
California
$881K
SCA
72
Snowden Capital Advisors
New York
$875K
BCI
73
Brinker Capital Investments
Pennsylvania
$835K
SWM
74
Spire Wealth Management
Virginia
$794K
SWA
75
Stratos Wealth Advisors
Ohio
$788K