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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 21 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: $ → $

46% less first-time investments, than exits

New positions opened: 21 | 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
SWA
76
Stratos Wealth Advisors
Ohio
$788K
BJF
77
Blue Jean Financial
New York
$776K
HCA
78
Heck Capital Advisors
Wisconsin
$727K
BCA
79
Bayshore Capital Advisors
Florida
$723K
RIA
80
Regal Investment Advisors
Michigan
$718K
Creative Planning
81
Creative Planning
Kansas
$712K
SFPG
82
Stonebridge Financial Planning Group
Florida
$692K
LFAS
83
Level Four Advisory Services
Texas
$687K
SIA
84
Soltis Investment Advisors
Utah
$677K
SS
85
Sunbelt Securities
Texas
$668K
ASN
86
Advisory Services Network
Georgia
$664K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$649K
BEI
88
Benjamin Edwards Inc
Missouri
$596K
FFA
89
Farther Finance Advisors
California
$593K
Ameriprise
90
Ameriprise
Minnesota
$587K
RFN
91
Redwood Financial Network
Ohio
$571K
CF
92
Centaurus Financial
California
$537K
HCM
93
Hall Capital Management
Rhode Island
$525K
CWA
94
Centennial Wealth Advisory
Michigan
$487K
MCM
95
Magnolia Capital Management
New York
$472K
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$444K
GIA
97
Gladstone Institutional Advisory
Florida
$433K
QCM
98
Quantinno Capital Management
New York
$431K
COCM
99
Charter Oak Capital Management
New Hampshire
$431K
PCH
100
PGIM Custom Harvest
New Jersey
$427K