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Fidelity MSCI Consumer Discretionary Index ETF

95 hedge funds and large institutions have $329M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $299M → $329M (+$30.1M)

6% more funds holding

Funds holding: 9095 (+5)

0.69% more ownership

Funds ownership: 46.59%47.28% (+0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$39K +$3.47K +77 +10%
S
77
SignatureFD
Georgia
$25K +$24.9K +553 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$22K
NFG
79
Next Financial Group
Texas
$21K +$21K +466 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$855 -19 -5%
RFWA
81
RPg Family Wealth Advisory
Massachusetts
$17.2K
SSB
82
Sandy Spring Bank
Maryland
$16K +$15.4K +342 New
CFD
83
Creative Financial Designs
Indiana
$12K -$2.79K -62 -20%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$11K
BFC
85
Bedel Financial Consulting
Indiana
$9K
AIC
86
Archer Investment Corporation
Indiana
$8K
BFEC
87
Benjamin F. Edwards & Company
Missouri
$6K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$5K +$5.09K +113 New
IWA
89
IBEX Wealth Advisors
New Jersey
$4K +$4.14K +92 New
CFA
90
Camarda Financial Advisors
Florida
$2K
GWMIA
91
Global Wealth Management Investment Advisory
Florida
$2K
APA
92
American Portfolios Advisors
New York
$1.6K
AIL
93
AGF Investments LLC
Ontario, Canada
$1K
CAC
94
Certified Advisory Corp
Florida
$1K
CS
95
Credit Suisse
Switzerland
-$327K -7,454 Closed
TCM
96
Traynor Capital Management
Pennsylvania
-$311K -7,097 Closed
FTIOP
97
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$314K -6,992 Closed
HPC
98
Hobart Private Capital
North Carolina
-$242K -5,517 Closed
WI
99
WBI Investments
New Jersey
-$239K -5,449 Closed
AF
100
Advisornet Financial
Minnesota
-$75K -1,719 Closed