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Fidelity MSCI Consumer Discretionary Index ETF

226 hedge funds and large institutions have $812M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
76
Crossmark Global Holdings
Texas
$822K
SFPG
77
Stonebridge Financial Planning Group
Florida
$819K
SS
78
Sunbelt Securities
Texas
$811K
HCA
79
Heck Capital Advisors
Wisconsin
$801K
SWM
80
Spire Wealth Management
Virginia
$789K
FFA
81
Farther Finance Advisors
California
$785K
JSAM
82
J. Safra Asset Management
New York
$783K
SF
83
Summit Financial
New Jersey
$779K
LFAS
84
Level Four Advisory Services
Texas
$746K
VWM
85
VCI Wealth Management
Missouri
$741K
MCM
86
Magnolia Capital Management
New York
$723K
ASN
87
Advisory Services Network
Georgia
$697K
AFM
88
Aspetuck Financial Management
Connecticut
$669K
ANBT
89
American National Bank & Trust
Texas
$664K
SWA
90
Stratos Wealth Advisors
Ohio
$662K
TAP
91
Tounjian Advisory Partners
Florida
$657K
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$655K
COCM
93
Charter Oak Capital Management
New Hampshire
$648K
CFD
94
Creative Financial Designs
Indiana
$643K
SIA
95
Soltis Investment Advisors
Utah
$630K
PCH
96
PGIM Custom Harvest
New Jersey
$606K
PCA
97
Purkiss Capital Advisors
Connecticut
$600K
HCM
98
Hilton Capital Management
New York
$593K
WIA
99
World Investment Advisors
California
$590K
SC
100
Syon Capital
California
$562K