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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
Hilton Capital Management
New York
$679K +$263K +2,807 +67%
AFM
102
Aspetuck Financial Management
Connecticut
$677K +$651K +6,949 New
Creative Planning
103
Creative Planning
Kansas
$672K +$213K +2,273 +49%
PCH
104
PGIM Custom Harvest
New Jersey
$638K +$57.8K +617 +10%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$617K +$188K +2,007 +46%
HCM
106
Hall Capital Management
Rhode Island
$609K +$586K +6,252 New
SWA
107
Stratos Wealth Advisors
Ohio
$597K +$843 +9 +0.1%
BRWA
108
B. Riley Wealth Advisors
Florida
$578K +$2.34K +25 +0.4%
EFM
109
Eley Financial Management
Vermont
$564K +$4.5K +48 +0.8%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$543K +$24.6K +262 +5%
FFS
111
Founders Financial Securities
Maryland
$517K +$497K +5,308 New
RSWM
112
Robertson Stephens Wealth Management
California
$512K -$19.5K -208 -4%
CF
113
Centaurus Financial
California
$486K +$18.1K +193 +4%
BEI
114
Benjamin Edwards Inc
Missouri
$481K +$462K +4,932 New
PAS
115
PKS Advisory Services
New York
$464K +$446K +4,756 New
AA
116
Advisory Alpha
Michigan
$460K +$184K +1,962 +71%
Renaissance Technologies
117
Renaissance Technologies
New York
$458K +$440K +4,700 New
Franklin Resources
118
Franklin Resources
California
$447K
PCA
119
Purkiss Capital Advisors
Connecticut
$431K +$414K +4,421 New
CWA
120
Centennial Wealth Advisory
Michigan
$429K +$12.7K +135 +3%
DWM
121
Dakota Wealth Management
Florida
$413K -$32.8K -350 -8%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$412K -$118K -1,263 -23%
CA
123
Crumly & Associates
Illinois
$411K
AWMS
124
Advocacy Wealth Management Services
Georgia
$402K +$387K +4,124 New
EFG
125
Ehrlich Financial Group
California
$394K +$1.03K +11 +0.3%