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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$1.05M +$781K +8,333 +335%
SCA
77
Snowden Capital Advisors
New York
$1.02M -$36.4K -388 -4%
PCS
78
Personal CFO Solutions
New Jersey
$1.02M +$44.6K +476 +5%
QAM
79
Q3 Asset Management
Michigan
$1.01M +$970K +10,346 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$995K -$255K -2,718 -21%
PJSIMP
81
P.J. Schmidt Investment Management (PJS)
Wisconsin
$988K +$56K +597 +6%
IRC
82
Investors Research Corp
Georgia
$942K +$46.5K +496 +5%
SWM
83
Spire Wealth Management
Virginia
$887K -$2.34K -25 -0.3%
MWM
84
Meridian Wealth Management
Kentucky
$870K -$213K -2,278 -20%
AWM
85
Axxcess Wealth Management
California
$870K +$20.3K +217 +2%
AI
86
Atria Investments
North Carolina
$869K -$160K -1,705 -16%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$833K +$801K +8,548 New
SS
88
Sunbelt Securities
Texas
$818K +$26.1K +278 +3%
MML Investors Services
89
MML Investors Services
Massachusetts
$814K -$88.8K -948 -10%
SFPG
90
Stonebridge Financial Planning Group
Florida
$810K -$53.9K -575 -6%
VWM
91
VCI Wealth Management
Missouri
$788K +$85.8K +916 +13%
JSAM
92
J. Safra Asset Management
New York
$782K +$619K +6,604 +491%
LFAS
93
Level Four Advisory Services
Texas
$768K
COCM
94
Charter Oak Capital Management
New Hampshire
$766K -$22.3K -238 -3%
SF
95
Summit Financial
New Jersey
$764K +$1.59K +17 +0.2%
CFD
96
Creative Financial Designs
Indiana
$760K -$5.58M -59,575 -88%
MCM
97
Magnolia Capital Management
New York
$749K
WIA
98
World Investment Advisors
California
$732K +$4.87K +52 +0.7%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$701K +$6K +64 +0.9%
SIA
100
Soltis Investment Advisors
Utah
$699K +$5.81K +62 +0.9%