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Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
126
Robinswood Financial
Washington
$33K +$30K +450 New
GWM
127
Grand Wealth Management
Michigan
$26.2K +$23.9K +358 New
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$20.8K
TWC
129
TD Waterhouse Canada
Ontario, Canada
$18.5K +$16.7K +250 New
BWL
130
Bogart Wealth LLC
Virginia
$18.4K
LC
131
Lindbrook Capital
California
$15.3K
GTAM
132
Global Trust Asset Management
Florida
$14.8K
EW
133
Element Wealth
Mississippi
$13.8K
TRCT
134
Tower Research Capital (TRC)
New York
$13.6K +$9.75K +146 +365%
HBW
135
Hazlett, Burt & Watson
West Virginia
$13K
AIC
136
Archer Investment Corporation
Indiana
$12.8K
HPC
137
HM Payson & Co
Maine
$12.6K +$11.5K +172 New
PMFA
138
Plante Moran Financial Advisors
Michigan
$11.8K -$1.53K -23 -13%
RI
139
Ridgewood Investments
New Jersey
$8.51K
PA
140
Parallel Advisors
California
$6.82K
HI
141
Harbour Investments
Wisconsin
$6.66K
HI
142
Hoey Investments
Pennsylvania
$6.09K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$5.14K -$13.2K -198 -74%
BHWM
144
Beaird Harris Wealth Management
Texas
$4.22K +$67 +1 +2%
BWM
145
Baystate Wealth Management
Massachusetts
$3.87K
EWM
146
EPG Wealth Management
Georgia
$3.23K
AAP
147
Arax Advisory Partners
Colorado
$2.96K
VWM
148
Venturi Wealth Management
Texas
$2.93K
GIA
149
GHP Investment Advisors
Colorado
$2.64K
FCAG
150
First Capital Advisors Group
New Jersey
$2.2K +$2K +30 New