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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crumly & Associates
Illinois
$333K
Renaissance Technologies
102
Renaissance Technologies
New York
$332K +$303K +4,200 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$321K -$19.5K -270 -6%
SW
104
SVB Wealth
Massachusetts
$303K -$67.3K -932 -20%
HIA
105
Harbor Investment Advisory
Maryland
$302K
NS
106
NBC Securities
Alabama
$282K +$53.5K +740 +26%
AAS
107
Avantax Advisory Services
Texas
$256K +$234K +3,244 New
Jones Financial Companies
108
Jones Financial Companies
Missouri
$248K +$227K +3,143 New
RWA
109
River Wealth Advisors
Pennsylvania
$234K +$215K +2,970 New
AWA
110
Arkadios Wealth Advisors
Georgia
$232K -$25.4K -352 -11%
BWM
111
Birchcreek Wealth Management
Ohio
$228K -$82.6K -1,143 -28%
BOSSRA
112
B.O.S.S. Retirement Advisors
Utah
$228K +$208K +2,884 New
PA
113
PFG Advisors
Arizona
$227K -$31.4K -434 -13%
HCM
114
Hilton Capital Management
New York
$221K -$36.1K -500 -15%
TRIA
115
Trail Ridge Investment Advisors
Colorado
$217K +$198K +2,743 New
AA
116
Advisory Alpha
Michigan
$216K +$198K +2,739 New
FIM
117
Fernwood Investment Management
Massachusetts
$211K +$193K +2,671 New
MHR
118
Matthew Hamilton Rosenberg
$192K -$16.2K -224 -8%
AP
119
Advisors Preferred
Maryland
$169K +$156K +2,165 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$131K -$3.47K -48 -3%
SPIA
121
Steward Partners Investment Advisory
New York
$130K
GEA
122
Glen Eagle Advisors
New Jersey
$128K
Franklin Resources
123
Franklin Resources
California
$125K
Citigroup
124
Citigroup
New York
$109K +$1.3K +18 +1%
CTA
125
Colonial Trust Advisors
South Carolina
$103K