We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $353M → $402M (+$48.9M)

12% more funds holding

Funds holding: 104116 (+12)

1.85% more ownership

Funds ownership: 49.16%51% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
33
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$136K -$37.1K -797 -22%
GWM
77
Geneos Wealth Management
Colorado
$103K -$12K -257 -11%
GEA
78
Glen Eagle Advisors
New Jersey
$99.9K +$5.87K +126 +6%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$83K
IA
80
IFP Advisors
Florida
$77K -$10.4K -223 -12%
SFPG
81
Stonebridge Financial Planning Group
Florida
$73K +$70.4K +1,512 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$69K -$3.16M -67,828 -98%
JPLA
83
Joseph P. Lucia & Associates
New York
$64K -$66.3K -1,425 -52%
SPIA
84
Steward Partners Investment Advisory
New York
$61K
Citigroup
85
Citigroup
New York
$47K -$19K -409 -30%
S
86
SignatureFD
Georgia
$24K -$2.23K -48 -9%
RCA
87
Ranch Capital Advisors
Florida
$24K +$23.3K +500 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$23K -$14.5K -311 -40%
FHA
89
Flagship Harbor Advisors
Massachusetts
$23K
PMFA
90
Plante Moran Financial Advisors
Michigan
$23K +$22.6K +486 New
NFG
91
Next Financial Group
Texas
$22K
BSG
92
Black Swift Group
Colorado
$22K +$20.9K +450 New
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$19K
SSB
94
Sandy Spring Bank
Maryland
$17K +$47 +1 +0.3%
GFPC
95
Global Financial Private Client
Florida
$13.7K +$13.2K +283 New
CFD
96
Creative Financial Designs
Indiana
$12K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$11K
BFC
98
Bedel Financial Consulting
Indiana
$10K
AIC
99
Archer Investment Corporation
Indiana
$9K
EW
100
Element Wealth
Mississippi
$9K +$8.47K +182 New