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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$661K +$57K +789 +10%
COCM
77
Charter Oak Capital Management
New Hampshire
$652K -$42.1K -583 -7%
SCA
78
Snowden Capital Advisors
New York
$642K +$90.2K +1,248 +18%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$618K -$4M -55,305 -88%
DWM
80
Dakota Wealth Management
Florida
$609K +$61.1K +845 +12%
RIA
81
Regal Investment Advisors
Michigan
$604K -$62.9K -870 -10%
IRC
82
Investors Research Corp
Georgia
$596K +$33.7K +466 +7%
SIA
83
Soltis Investment Advisors
Utah
$558K -$1.76M -24,348 -77%
SS
84
Sunbelt Securities
Texas
$555K -$12.7K -176 -2%
DC
85
Davenport & Co
Virginia
$547K +$241K +3,337 +93%
NL
86
NWAM LLC
Washington
$525K +$53.2K +737 +12%
CF
87
Centaurus Financial
California
$510K -$10.5K -145 -2%
HCM
88
Hall Capital Management
Rhode Island
$503K -$54K -748 -11%
FTS
89
Fifth Third Securities
Ohio
$485K +$32.7K +453 +8%
PJSIMP
90
P.J. Schmidt Investment Management (PJS)
Wisconsin
$483K +$456K +6,306 New
WIA
91
World Investment Advisors
California
$474K -$8.24K -114 -2%
Goldman Sachs
92
Goldman Sachs
New York
$456K +$417K +5,773 New
EFM
93
Eley Financial Management
Vermont
$451K -$4.55K -63 -1%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$448K +$410K +5,676 New
BRWA
95
B. Riley Wealth Advisors
Florida
$436K +$3.61K +50 +0.9%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$415K +$18.8K +260 +5%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$415K -$231K -3,203 -38%
SWA
98
Stratos Wealth Advisors
Ohio
$375K +$111K +1,533 +48%
Creative Planning
99
Creative Planning
Kansas
$368K +$40.8K +565 +14%
WPP
100
Whalerock Point Partners
Rhode Island
$337K +$72 +1 +0%