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Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
76
Fisher Asset Management
Washington
$332K +$138K +2,040 +57%
WPP
77
Whalerock Point Partners
Rhode Island
$327K -$66.4K -982 -15%
NL
78
NWAM LLC
Washington
$283K -$155K -2,299 -33%
EH
79
Equitable Holdings
New York
$279K -$181K -2,670 -36%
LWM
80
Loveless Wealth Management
Montana
$272K +$8.79K +130 +3%
FTS
81
Fifth Third Securities
Ohio
$271K +$312K +4,609 New
CF
82
Centaurus Financial
California
$269K -$43.7K -646 -12%
TRIA
83
Trail Ridge Investment Advisors
Colorado
$264K +$34.5K +510 +13%
IRC
84
Investors Research Corp
Georgia
$262K +$83.5K +1,235 +39%
SBIA
85
Sheaff Brock Investment Advisors
Indiana
$236K
HCM
86
Hall Capital Management
Rhode Island
$235K -$373K -5,512 -58%
HIA
87
Harbor Investment Advisory
Maryland
$231K +$6.9K +102 +3%
DI
88
DFPG Investments
Utah
$215K +$5.48K +81 +2%
IAN
89
Integrated Advisors Network
Texas
$215K +$42.7K +631 +21%
MHR
90
Matthew Hamilton Rosenberg
$159K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$150K -$12.8K -189 -7%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$138K +$159K +2,351 New
PG
93
Proffitt & Goodson
Tennessee
$111K
GTAM
94
Global Trust Asset Management
Florida
$104K -$195K -2,887 -62%
GEA
95
Glen Eagle Advisors
New Jersey
$100K
Franklin Resources
96
Franklin Resources
California
$93K
CIAS
97
Capital Investment Advisory Services
North Carolina
$92K
SPIA
98
Steward Partners Investment Advisory
New York
$92K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$87K -$325K -4,803 -76%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$33.2K -491 -26%