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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
101
Aspetuck Financial Management
Connecticut
$616K -$57.9K -570 -9%
QC
102
Quadrature Capital
United Kingdom
$574K +$570K +5,616 New
CF
103
Centaurus Financial
California
$570K +$56.2K +553 +11%
BRWA
104
B. Riley Wealth Advisors
Florida
$568K +$2.13K +21 +0.4%
RFN
105
Redwood Financial Network
Ohio
$533K +$77.4K +762 +17%
CWA
106
Centennial Wealth Advisory
Michigan
$529K +$28K +276 +6%
HCM
107
Hall Capital Management
Rhode Island
$525K
Ameriprise
108
Ameriprise
Minnesota
$522K -$322K -3,171 -38%
EW
109
Evoke Wealth
California
$517K +$273K +2,688 +113%
QCM
110
Quantinno Capital Management
New York
$479K +$18.2K +179 +4%
AI
111
Atria Investments
North Carolina
$475K +$609 +6 +0.1%
IWM
112
IHT Wealth Management
Illinois
$472K -$7.21K -71 -2%
PCH
113
PGIM Custom Harvest
New Jersey
$468K +$199K +1,956 +75%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$455K -$58.4K -575 -11%
EFM
115
Eley Financial Management
Vermont
$455K -$7.31K -72 -2%
NS
116
NBC Securities
Alabama
$445K -$54.8K -540 -11%
GIA
117
Gladstone Institutional Advisory
Florida
$443K +$140K +1,375 +46%
CA
118
Crumly & Associates
Illinois
$431K
ZWA
119
Zinnia Wealth Advisory
Florida
$427K +$424K +4,180 New
TRCT
120
Tower Research Capital (TRC)
New York
$423K +$421K +4,145 New
MML Investors Services
121
MML Investors Services
Massachusetts
$422K -$112K -1,102 -21%
ST
122
Smithfield Trust
Pennsylvania
$421K +$20.3K +200 +5%
TAP
123
Tounjian Advisory Partners
Florida
$411K -$19.5K -192 -5%
FTS
124
Fifth Third Securities
Ohio
$409K
MCM
125
Magnolia Capital Management
New York
$407K -$376K -3,705 -48%