We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Magnolia Capital Management
New York
$11K
AIC
127
Archer Investment Corporation
Indiana
$10.2K
GI
128
Gradient Investments
Minnesota
$6K -$2.16K -32 -25%
BWA
129
BDO Wealth Advisors
Florida
$6K
CSB
130
City State Bank
Iowa
$6K
TSWM
131
Tyler-Stone Wealth Management
Ohio
$6K
HI
132
Hoey Investments
Pennsylvania
$5K
PMFA
133
Plante Moran Financial Advisors
Michigan
$5K
HI
134
Harbour Investments
Wisconsin
$5K +$6.08K +90 New
PA
135
Parallel Advisors
California
$5K +$6.08K +90 +4,500%
AAP
136
Arax Advisory Partners
Colorado
$3K
BWM
137
Baystate Wealth Management
Massachusetts
$3K
MFT
138
Moisand Fitzgerald Tamayo
Florida
$3K
CT
139
Cambridge Trust
Massachusetts
$3K +$3.38K +50 New
DWP
140
Destiny Wealth Partners
Florida
$2K
GIA
141
GHP Investment Advisors
Colorado
$2K
SFCL
142
Strengthening Families & Communities LLC
Massachusetts
$2K
AIP
143
Ahrens Investment Partners
Louisiana
$1K -$12.8K -189 -95%
AIL
144
AGF Investments LLC
Ontario, Canada
$1K
FMTCOCP
145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
First Manhattan
146
First Manhattan
New York
$1K
WBC
147
West Branch Capital
Massachusetts
$1K
AW
148
ACG Wealth
Georgia
$1K +$1.15K +17 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$16 -$81.8K -1,210 -82%
BFA
150
Beaumont Financial Advisors
Massachusetts
-$3.4M -42,940 Closed