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Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
101
Joseph P. Lucia & Associates
New York
$79K -$6.76K -100 -7%
SC
102
SouthState Corp
Florida
$64K
CA
103
Clearstead Advisors
Ohio
$63K -$10.1K -150 -12%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$60K +$2.03K +30 +3%
IA
105
IFP Advisors
Florida
$53K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$45K +$19.1K +282 +58%
SSB
107
Sandy Spring Bank
Maryland
$35K +$68 +1 +0.2%
APA
108
American Portfolios Advisors
New York
$34.5K -$30.4K -450 -43%
CFGS
109
Concourse Financial Group Securities
Alabama
$32K -$6.76K -100 -16%
AA
110
Addison Advisors
Vermont
$31K
CP
111
Castleview Partners
Texas
$29.4K +$91K +1,346 +14,956%
S
112
SignatureFD
Georgia
$28K -$6.36K -94 -17%
GT
113
Glenmede Trust
Pennsylvania
$28K
GWM
114
Geneos Wealth Management
Colorado
$27K
CA
115
CoreCap Advisors
Michigan
$27K +$31.1K +460 New
AWM
116
Accel Wealth Management
Iowa
$25K +$68 +1 +0.2%
TCWM
117
Total Clarity Wealth Management
Illinois
$23K +$26.7K +395 New
MAM
118
Meeder Asset Management
Ohio
$22K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$20K -$811 -12 -3%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$20K
HBW
121
Hazlett, Burt & Watson
West Virginia
$20K +$68 +1 +0.3%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$17K -$2.22M -32,850 -99%
LC
123
Lindbrook Capital
California
$12K
CCM
124
Covington Capital Management
California
$12K +$13.5K +200 New
EW
125
Element Wealth
Mississippi
$11K