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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BJF
76
Blue Jean Financial
New York
$776K
HCA
77
Heck Capital Advisors
Wisconsin
$727K
BCA
78
Bayshore Capital Advisors
Florida
$723K
RIA
79
Regal Investment Advisors
Michigan
$718K
Creative Planning
80
Creative Planning
Kansas
$712K
SFPG
81
Stonebridge Financial Planning Group
Florida
$692K
LFAS
82
Level Four Advisory Services
Texas
$687K
SIA
83
Soltis Investment Advisors
Utah
$677K
SS
84
Sunbelt Securities
Texas
$668K
ASN
85
Advisory Services Network
Georgia
$664K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$649K
BEI
87
Benjamin Edwards Inc
Missouri
$596K
FFA
88
Farther Finance Advisors
California
$593K
Ameriprise
89
Ameriprise
Minnesota
$587K
RFN
90
Redwood Financial Network
Ohio
$571K
CF
91
Centaurus Financial
California
$537K
HCM
92
Hall Capital Management
Rhode Island
$525K
CWA
93
Centennial Wealth Advisory
Michigan
$487K
MCM
94
Magnolia Capital Management
New York
$472K
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$444K
GIA
96
Gladstone Institutional Advisory
Florida
$433K
QCM
97
Quantinno Capital Management
New York
$431K
COCM
98
Charter Oak Capital Management
New Hampshire
$431K
PCH
99
PGIM Custom Harvest
New Jersey
$427K
SGCM
100
Sanchez Gaunt Capital Management
Nevada
$425K