We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

21% more funds holding

Funds holding: 121147 (+26)

16% more capital invested

Capital invested by funds: $387M → $447M (+$60.1M)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

3% less ownership

Funds ownership: 37.63%34.63% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.74M

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Professional Planning
California
$217K +$201K +3,034 New
SHIM
102
Stone House Investment Management
Pennsylvania
$216K +$201K +3,024 New
KPCM
103
Kings Point Capital Management
New York
$215K
MHR
104
Matthew Hamilton Rosenberg
$190K
UBS Group
105
UBS Group
Switzerland
$186K -$114K -1,711 -40%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$178K +$34.3K +516 +26%
Citigroup
107
Citigroup
New York
$151K +$48.5K +730 +53%
GWM
108
Geneos Wealth Management
Colorado
$146K -$13.5K -203 -9%
RWA
109
Ropes Wealth Advisors
Massachusetts
$144K +$134K +2,014 New
COCM
110
Charter Oak Capital Management
New Hampshire
$142K +$132K +1,987 New
PG
111
Proffitt & Goodson
Tennessee
$134K
GEA
112
Glen Eagle Advisors
New Jersey
$116K -$39.5K -595 -27%
SFS
113
Sowell Financial Services
Arkansas
$114K +$15.5K +234 +17%
Franklin Resources
114
Franklin Resources
California
$113K
IAIM
115
International Assets Investment Management
Florida
$110K +$113K +1,696 New
SFPG
116
Stonebridge Financial Planning Group
Florida
$108K
SPIA
117
Steward Partners Investment Advisory
New York
$91K
JPLA
118
Joseph P. Lucia & Associates
New York
$85K +$79.3K +1,195 New
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$4.18K -63 -7%
CA
120
Clearstead Advisors
Ohio
$58K
S
121
SignatureFD
Georgia
$54K -$4.85K -73 -9%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$54K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$27.5K +415 +155%
CIAS
124
Capital Investment Advisory Services
North Carolina
$46K
AWA
125
Arkadios Wealth Advisors
Georgia
$39K +$23K +346 +172%