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Fidelity MSCI Consumer Discretionary Index ETF

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

21% more funds holding

Funds holding: 121147 (+26)

16% more capital invested

Capital invested by funds: $387M → $447M (+$60.1M)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

3% less ownership

Funds ownership: 37.63%34.63% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.74M

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
126
Ranch Capital Advisors
Florida
$35K
NFG
127
Next Financial Group
Texas
$29K
PMFA
128
Plante Moran Financial Advisors
Michigan
$28K
FPCG
129
Fort Pitt Capital Group
Pennsylvania
$14K +$13.3K +200 New
EW
130
Element Wealth
Mississippi
$13K -$66 -1 -0.5%
AIC
131
Archer Investment Corporation
Indiana
$12.4K
SWA
132
SOA Wealth Advisors
New York
$12K +$10.5K +158 New
BSG
133
Black Swift Group
Colorado
$11K -$9.96K -150 -50%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$11K
IRC
135
Investors Research Corp
Georgia
$11K +$1.93K +29 +24%
CFA
136
Carroll Financial Associates
North Carolina
$10K +$9.96K +150 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$9K +$8.03K +121 New
BWA
138
BDO Wealth Advisors
Florida
$7K +$6.57K +99 New
HI
139
Hoey Investments
Pennsylvania
$5K +$4.98K +75 New
IF
140
Ironwood Financial
Arizona
$3K
JP Morgan Chase
141
JP Morgan Chase
New York
$3K
AA
142
Addison Advisors
Vermont
$3K +$2.65K +40 New
IPW
143
IronBridge Private Wealth
Texas
$3K +$3.05K +46 New
AF
144
Advisornet Financial
Minnesota
$2K
RIA
145
RPG Investment Advisory
California
$2K +$1.53K +23 New
AIL
146
AGF Investments LLC
Ontario, Canada
$1K
Marshall Wace
147
Marshall Wace
United Kingdom
-$1.73M -27,922 Closed
HAS
148
HBW Advisory Services
California
-$1.46M -23,531 Closed
NR
149
Newfound Research
Massachusetts
-$1.13M -18,138 Closed
TRCT
150
Tower Research Capital (TRC)
New York
-$962K -15,514 Closed