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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 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:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

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