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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$940K -$67K -660 -7%
BCA
77
Bayshore Capital Advisors
Florida
$896K +$890K +8,768 New
SC
78
Syon Capital
California
$890K +$38K +374 +4%
SWA
79
Stratos Wealth Advisors
Ohio
$884K +$72.5K +714 +9%
SWM
80
Spire Wealth Management
Virginia
$878K -$4.97K -49 -0.6%
HCA
81
Heck Capital Advisors
Wisconsin
$851K -$15.6K -154 -2%
BEI
82
Benjamin Edwards Inc
Missouri
$843K +$397K +3,905 +90%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$837K +$19.8K +195 +2%
BJF
84
Blue Jean Financial
New York
$824K +$819K +8,064 New
SFPG
85
Stonebridge Financial Planning Group
Florida
$778K -$61.2K -603 -7%
HCM
86
Hilton Capital Management
New York
$777K +$147K +1,447 +23%
LFAS
87
Level Four Advisory Services
Texas
$776K -$30.2K -297 -4%
MYIA
88
Mount Yale Investment Advisors
Colorado
$772K -$11K -108 -1%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$772K +$768K +7,559 New
JWCA
90
J.W. Cole Advisors
Florida
$765K -$135K -1,327 -7%
HF
91
HRT Financial
New York
$728K +$476K +4,687 +192%
ASN
92
Advisory Services Network
Georgia
$727K -$7.01K -69 -1%
SIA
93
Soltis Investment Advisors
Utah
$685K
FFA
94
Farther Finance Advisors
California
$678K -$123K -1,216 -15%
Creative Planning
95
Creative Planning
Kansas
$669K +$47.1K +464 +8%
Point72 Asset Management
96
Point72 Asset Management
Connecticut
$642K +$638K +6,280 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$638K +$66.8K +658 +12%
PCA
98
Purkiss Capital Advisors
Connecticut
$626K -$163K -1,610 -21%
COCM
99
Charter Oak Capital Management
New Hampshire
$625K -$70.5K -694 -10%
NYLIM
100
New York Life Investment Management
New York
$625K +$621K +6,116 New