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Fidelity MSCI Consumer Discretionary Index ETF

226 hedge funds and large institutions have $812M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
McRae Capital Management
New Jersey
$305K
Franklin Resources
127
Franklin Resources
California
$282K
GC
128
Grimes & Company
Massachusetts
$278K
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$265K
TBNY
130
Trustco Bank (New York)
New York
$263K
Northern Trust
131
Northern Trust
Illinois
$255K
AWA
132
Arkadios Wealth Advisors
Georgia
$255K
AA
133
Advisory Alpha
Michigan
$252K
CAG
134
Csenge Advisory Group
Florida
$250K
RFN
135
Redwood Financial Network
Ohio
$246K
MFG
136
Monte Financial Group
Connecticut
$237K
MHR
137
Matthew Hamilton Rosenberg
$229K
Corient Private Wealth
138
Corient Private Wealth
Florida
$227K
IWC
139
Integrated Wealth Concepts
Massachusetts
$226K
AWA
140
Amplius Wealth Advisors
Pennsylvania
$225K
EW
141
Evoke Wealth
California
$224K
FB
142
Fulton Bank
Pennsylvania
$217K
QCM
143
Quantinno Capital Management
New York
$211K
EFG
144
Ehrlich Financial Group
California
$207K
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$202K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$184K
BBHC
147
Brown Brothers Harriman & Co
New York
$173K
Comerica Bank
148
Comerica Bank
Texas
$167K
CIAS
149
Capital Investment Advisory Services
North Carolina
$153K
GRP
150
Global Retirement Partners
California
$149K