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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 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:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
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
SFPG
76
Stonebridge Financial Planning Group
Florida
$819K
SS
77
Sunbelt Securities
Texas
$811K
HCA
78
Heck Capital Advisors
Wisconsin
$801K
SWM
79
Spire Wealth Management
Virginia
$789K
FFA
80
Farther Finance Advisors
California
$785K
SF
81
Summit Financial
New Jersey
$779K
LFAS
82
Level Four Advisory Services
Texas
$746K
VWM
83
VCI Wealth Management
Missouri
$741K
MCM
84
Magnolia Capital Management
New York
$723K
ASN
85
Advisory Services Network
Georgia
$697K
AFM
86
Aspetuck Financial Management
Connecticut
$669K
ANBT
87
American National Bank & Trust
Texas
$664K
SWA
88
Stratos Wealth Advisors
Ohio
$662K
TAP
89
Tounjian Advisory Partners
Florida
$657K
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$655K
JSAM
91
J. Safra Asset Management
New York
$650K
COCM
92
Charter Oak Capital Management
New Hampshire
$648K
CFD
93
Creative Financial Designs
Indiana
$643K
SIA
94
Soltis Investment Advisors
Utah
$630K
PCH
95
PGIM Custom Harvest
New Jersey
$606K
PCA
96
Purkiss Capital Advisors
Connecticut
$600K
HCM
97
Hilton Capital Management
New York
$593K
WIA
98
World Investment Advisors
California
$590K
SC
99
Syon Capital
California
$562K
NS
100
NBC Securities
Alabama
$538K