We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $333M → $387M (+$53.2M)

10% more funds holding

Funds holding: 110121 (+11)

6.71% less ownership

Funds ownership: 44.33%37.63% (-6.7%)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
41
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$40K +$37.9K +637 New
RCA
102
Ranch Capital Advisors
Florida
$31K
NFG
103
Next Financial Group
Texas
$25K +$24.2K +406 New
PMFA
104
Plante Moran Financial Advisors
Michigan
$24K -$4.46K -75 -16%
FHA
105
Flagship Harbor Advisors
Massachusetts
$21K
BSG
106
Black Swift Group
Colorado
$19K
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$5.18K -87 -25%
CFD
108
Creative Financial Designs
Indiana
$16K
SIM
109
Sonora Investment Management
Arizona
$14K +$13K +219 New
AWA
110
Arkadios Wealth Advisors
Georgia
$13K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11K
EW
112
Element Wealth
Mississippi
$11K +$59 +1 +0.5%
AIC
113
Archer Investment Corporation
Indiana
$10.8K
IRC
114
Investors Research Corp
Georgia
$8K +$535 +9 +8%
APWM
115
Atlas Private Wealth Management
New York
$7K +$6.31K +106 New
IF
116
Ironwood Financial
Arizona
$3K
ADL
117
Asset Dedication LLC
California
$3K +$2.56K +43 New
AF
118
Advisornet Financial
Minnesota
$2K +$1.67K +28 New
JP Morgan Chase
119
JP Morgan Chase
New York
$2K +$2.14K +36 New
AIL
120
AGF Investments LLC
Ontario, Canada
$1K
HS
121
Horan Securities
United States
$1K +$1.25K +21 New
ST
122
Spinnaker Trust
Maine
-$3.32M -63,882 Closed
RBFC
123
Roman Butler Fullerton & Co
Missouri
-$1.05M -20,130 Closed
CST
124
Charles Schwab Trust
Nevada
-$533K -10,262 Closed
PCM
125
Penserra Capital Management
California
-$398K -7,656 Closed