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Fidelity MSCI Consumer Discretionary Index ETF

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $353M → $402M (+$48.9M)

12% more funds holding

Funds holding: 104116 (+12)

1.85% more ownership

Funds ownership: 49.16%51% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
33
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$6K
CAC
102
Certified Advisory Corp
Florida
$6K +$5.59K +120 +857%
AWA
103
Arkadios Wealth Advisors
Georgia
$5.18K +$4.66K +100 New
SFS
104
Sowell Financial Services
Arkansas
$5K -$27.9K -600 -85%
RG
105
Retirement Group
California
$5K +$4.66K +100 New
WCM
106
Wealthcare Capital Management
Virginia
$5K +$4.79K +103 New
WEC
107
Winslow Evans & Crocker
Massachusetts
$4K
PCIA
108
Prime Capital Investment Advisors
Kansas
$3K +$3.26K +70 New
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$2K
CTC
110
Central Trust Company
Missouri
$2K +$1.86K +40 New
APA
111
American Portfolios Advisors
New York
$1.69K
AIL
112
AGF Investments LLC
Ontario, Canada
$1K -$419 -9 -31%
IRC
113
Investors Research Corp
Georgia
$1K +$605 +13 +100%
OPS
114
Orion Portfolio Solutions
Nebraska
$1K +$652 +14 New
RMAM
115
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.86K +40 New
WQ
116
Wealth Quarterback
New Jersey
$28 +$50K +1,073 New
Jane Street
117
Jane Street
New York
-$688K -15,039 Closed
TC
118
TownSquare Capital
Utah
-$411K -8,843 Closed
Northern Trust
119
Northern Trust
Illinois
-$314K -6,865 Closed
JMPWA
120
JP Morgan Private Wealth Advisors
California
-$310K -6,776 Closed
GM
121
GeoWealth Management
Illinois
-$294K -6,434 Closed
GRP
122
Global Retirement Partners
California
-$278K -6,081 Closed
SWM
123
Selective Wealth Management
Virginia
-$235K -5,140 Closed
CBFP
124
Cedar Brook Financial Partners
Ohio
-$203K -4,436 Closed
SIM
125
Sonora Investment Management
Arizona
-$21K -450 Closed