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Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
101
Advisors Preferred
Maryland
$167K +$151K +2,256 New
Citadel Advisors
102
Citadel Advisors
Florida
$165K +$65.8K +986 +78%
SPIA
103
Steward Partners Investment Advisory
New York
$122K -$3.94K -59 -3%
GEA
104
Glen Eagle Advisors
New Jersey
$119K
Franklin Resources
105
Franklin Resources
California
$116K
CIAS
106
Capital Investment Advisory Services
North Carolina
$115K
CTA
107
Colonial Trust Advisors
South Carolina
$95.2K +$67 +1 +0.1%
PG
108
Proffitt & Goodson
Tennessee
$83.7K
Citigroup
109
Citigroup
New York
$82.7K -$33.1K -496 -31%
CCM
110
Chilton Capital Management
Texas
$70.8K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$66K +$5.27K +79 +10%
AF
112
Allworth Financial
California
$62.1K +$56.5K +847 New
CT
113
Colonial Trust
South Carolina
$55.6K -$20.7K -310 -29%
GRP
114
Global Retirement Partners
California
$50K
IA
115
IFP Advisors
Florida
$49.7K +$9.61K +144 +27%
BC
116
Belmont Capital
California
$48.2K +$43.9K +657 New
CA
117
Clearstead Advisors
Ohio
$45.3K
PG
118
Prostatis Group
Maryland
$45.1K +$3.01M +45,125 New
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$39.3K +$62.1K +930 New
AA
120
Addison Advisors
Vermont
$38.3K
SSB
121
Sandy Spring Bank
Maryland
$37.2K +$67 +1 +0.2%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$36K
William Blair & Company
123
William Blair & Company
Illinois
$34.8K
S
124
SignatureFD
Georgia
$34.8K
CFGS
125
Concourse Financial Group Securities
Alabama
$33.9K +$30.8K +462 New