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Fidelity MSCI Consumer Discretionary Index ETF

121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $333M → $387M (+$53.2M)

10% more funds holding

Funds holding: 110121 (+11)

6.71% less ownership

Funds ownership: 44.33%37.63% (-6.7%)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
41
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$268K -$72K -1,210 -22%
Fisher Asset Management
77
Fisher Asset Management
Washington
$267K +$256K +4,296 New
Creative Planning
78
Creative Planning
Kansas
$248K -$32.7K -549 -12%
PPA
79
Parametric Portfolio Associates
Washington
$243K +$233K +3,920 New
TCM
80
Traynor Capital Management
Pennsylvania
$215K +$199K +3,338 New
RRWA
81
Rainey & Randall Wealth Advisors
Florida
$205K +$197K +3,319 New
HIA
82
Harbor Investment Advisory
Maryland
$203K -$2.92K -49 -1%
KPCM
83
Kings Point Capital Management
New York
$186K
APA
84
American Portfolios Advisors
New York
$183K +$99.7K +1,675 +131%
MHR
85
Matthew Hamilton Rosenberg
$165K
GC
86
Grace Capital
Massachusetts
$162K
GEA
87
Glen Eagle Advisors
New Jersey
$138K +$892 +15 +0.7%
GWM
88
Geneos Wealth Management
Colorado
$129K +$59 +1 +0%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$122K +$14.8K +249 +14%
PG
90
Proffitt & Goodson
Tennessee
$116K
Franklin Resources
91
Franklin Resources
California
$98K
SFPG
92
Stonebridge Financial Planning Group
Florida
$98K +$59 +1 +0.1%
Citigroup
93
Citigroup
New York
$86K -$36.1K -606 -30%
SFS
94
Sowell Financial Services
Arkansas
$85K +$63.8K +1,072 +363%
SPIA
95
Steward Partners Investment Advisory
New York
$79K
PFS
96
Prospera Financial Services
Texas
$74K +$71.4K +1,200 New
EFSCE
97
Enterprise Financial Services Corp (EFSC)
Missouri
$57K -$10.5K -176 -16%
S
98
SignatureFD
Georgia
$51K
CA
99
Clearstead Advisors
Ohio
$50K +$47.9K +805 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$47K +$10.4K +174 +30%