We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$99.7K +$64K +886 +235%
Comerica Bank
127
Comerica Bank
Texas
$92.4K +$15.4K +213 +22%
PG
128
Proffitt & Goodson
Tennessee
$90.1K
ST
129
Smithfield Trust
Pennsylvania
$89K +$81.3K +1,125 New
CT
130
Colonial Trust
South Carolina
$84K +$22K +305 +40%
AF
131
Allworth Financial
California
$66.9K -$8.02K -111 -12%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$56.9K -$7.22K -100 -12%
BC
133
Belmont Capital
California
$51.9K
CA
134
Clearstead Advisors
Ohio
$48.8K -$44.7K -618 -50%
S
135
SignatureFD
Georgia
$47.8K +$9.54K +132 +28%
CCM
136
Chilton Capital Management
Texas
$43.6K -$29.9K -414 -43%
PGAM
137
Princeton Global Asset Management
New Jersey
$43.3K +$39.7K +549 New
AA
138
Addison Advisors
Vermont
$41.2K
William Blair & Company
139
William Blair & Company
Illinois
$37.5K
IA
140
IFP Advisors
Florida
$30.7K +$12.8K +177 +83%
ANBT
141
American National Bank & Trust
Texas
$28.8K +$19.5K +270 +284%
GWM
142
Grand Wealth Management
Michigan
$28.2K
SFC
143
SYM Financial Corp
Indiana
$27.6K
RF
144
Robinswood Financial
Washington
$24.2K
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$22.2K
S
146
Syntrinsic
Colorado
$20.6K
TWC
147
TD Waterhouse Canada
Ontario, Canada
$19K
LC
148
Lindbrook Capital
California
$16.5K
NFA
149
Northwest Financial Advisors
Virginia
$16K +$14.7K +203 New
GTAM
150
Global Trust Asset Management
Florida
$16K