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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$74.7K
PG
152
Proffitt & Goodson
Tennessee
$64.8K
CA
153
Clearstead Advisors
Ohio
$57.6K
S
154
SignatureFD
Georgia
$56.5K
CT
155
Colonial Trust
South Carolina
$56.4K
PGAM
156
Princeton Global Asset Management
New Jersey
$52.2K
WP
157
WealthShield Partners
North Carolina
$51.3K
AF
158
Allworth Financial
California
$50.5K
AA
159
Addison Advisors
Vermont
$48.7K
GT
160
Glenmede Trust
Pennsylvania
$40.5K
DRP
161
Decker Retirement Planning
Utah
$33.9K
DI
162
DAGCO Inc
Ohio
$32.6K
CTWM
163
Cherry Tree Wealth Management
Minnesota
$32.2K
HR
164
Howe & Rusling
New York
$32K
AAP
165
Arax Advisory Partners
Colorado
$29.4K
SIS
166
Sound Income Strategies
Florida
$29.3K
ACM
167
Anfield Capital Management
California
$28K
IAS
168
IMA Advisory Services
Colorado
$24.3K
BDPWM
169
Barnes Dennig Private Wealth Management
Ohio
$23.6K
TWC
170
TD Waterhouse Canada
Ontario, Canada
$23.5K
RF
171
Rossby Financial
Florida
$22.5K
GWM
172
Geneos Wealth Management
Colorado
$19.7K
BC
173
Barrett & Company
Rhode Island
$19.7K
WA
174
Waverly Advisors
Alabama
$19.6K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$19.3K