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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M 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, 79 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:

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
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
MWM
76
Meridian Wealth Management
Kentucky
$847K
CGH
77
Crossmark Global Holdings
Texas
$822K
SFPG
78
Stonebridge Financial Planning Group
Florida
$819K
SS
79
Sunbelt Securities
Texas
$811K
HCA
80
Heck Capital Advisors
Wisconsin
$801K
SWM
81
Spire Wealth Management
Virginia
$789K
FFA
82
Farther Finance Advisors
California
$785K
JSAM
83
J. Safra Asset Management
New York
$783K
SF
84
Summit Financial
New Jersey
$779K
LFAS
85
Level Four Advisory Services
Texas
$746K
VWM
86
VCI Wealth Management
Missouri
$741K
MCM
87
Magnolia Capital Management
New York
$723K
ASN
88
Advisory Services Network
Georgia
$697K
AFM
89
Aspetuck Financial Management
Connecticut
$669K
ANBT
90
American National Bank & Trust
Texas
$664K
SWA
91
Stratos Wealth Advisors
Ohio
$662K
TAP
92
Tounjian Advisory Partners
Florida
$657K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$655K
COCM
94
Charter Oak Capital Management
New Hampshire
$648K
CFD
95
Creative Financial Designs
Indiana
$643K
SIA
96
Soltis Investment Advisors
Utah
$630K
PCH
97
PGIM Custom Harvest
New Jersey
$606K
PCA
98
Purkiss Capital Advisors
Connecticut
$600K
HCM
99
Hilton Capital Management
New York
$593K
WIA
100
World Investment Advisors
California
$590K