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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
126
Fifth Third Securities
Ohio
$390K
ANBT
127
American National Bank & Trust
Texas
$375K +$116K +1,235 +47%
AP
128
Advisors Preferred
Maryland
$371K +$361K +3,857 New
HIA
129
Harbor Investment Advisory
Maryland
$363K
WPP
130
Whalerock Point Partners
Rhode Island
$358K +$94 +1 +0%
FB
131
Fulton Bank
Pennsylvania
$349K +$335K +3,579 New
LW
132
Linscomb Wealth
Texas
$337K
Corient Private Wealth
133
Corient Private Wealth
Florida
$332K +$843 +9 +0.3%
AC
134
ASB Consultores
Florida
$331K
ST
135
Smithfield Trust
Pennsylvania
$319K
ICP
136
Interchange Capital Partners
Pennsylvania
$305K -$98.9K -1,055 -25%
CSP
137
Cary Street Partners
Virginia
$300K +$288K +3,074 New
PP
138
Patron Partners
Texas
$293K -$1.31K -14 -0.5%
JP Morgan Chase
139
JP Morgan Chase
New York
$290K -$211K -2,250 -43%
HF
140
HRT Financial
New York
$290K +$279K +2,977 New
CAG
141
Csenge Advisory Group
Florida
$290K +$279K +2,973 New
PA
142
PFG Advisors
Arizona
$289K +$5.25K +56 +2%
FPGK
143
Financial Partners Group (Kansas)
Kansas
$284K -$13.2K -141 -5%
TBNY
144
Trustco Bank (New York)
New York
$273K -$16.9K -180 -6%
Northern Trust
145
Northern Trust
Illinois
$264K
BTWM
146
Brass Tax Wealth Management
Ohio
$257K +$248K +2,642 New
CA
147
CoreCap Advisors
Michigan
$247K +$140K +1,492 +143%
MHR
148
Matthew Hamilton Rosenberg
$237K
AWA
149
Amplius Wealth Advisors
Pennsylvania
$232K -$2.06K -22 -0.9%
RRA
150
Round Rock Advisors
Connecticut
$224K +$216K +2,300 New