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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$409K
EFM
102
Eley Financial Management
Vermont
$408K
NS
103
NBC Securities
Alabama
$398K
CA
104
Crumly & Associates
Illinois
$393K
ST
105
Smithfield Trust
Pennsylvania
$385K
FTS
106
Fifth Third Securities
Ohio
$378K
TAP
107
Tounjian Advisory Partners
Florida
$374K
MFG
108
Merit Financial Group
Georgia
$359K
ZWA
109
Zinnia Wealth Advisory
Florida
$351K
WPP
110
Whalerock Point Partners
Rhode Island
$343K
PCA
111
Purkiss Capital Advisors
Connecticut
$332K
PA
112
PFG Advisors
Arizona
$316K
VWM
113
VCI Wealth Management
Missouri
$310K
CFD
114
Creative Financial Designs
Indiana
$308K
HIA
115
Harbor Investment Advisory
Maryland
$305K
MCM
116
McRae Capital Management
New Jersey
$283K
MCM
117
MAI Capital Management
Ohio
$281K
AWM
118
Apollon Wealth Management
South Carolina
$269K
Franklin Resources
119
Franklin Resources
California
$268K
TBNY
120
Trustco Bank (New York)
New York
$261K
MFG
121
Monte Financial Group
Connecticut
$254K
EW
122
Evoke Wealth
California
$251K
RBA
123
Richard Bernstein Advisors
New York
$249K
ICP
124
Interchange Capital Partners
Pennsylvania
$249K
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$248K