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Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
-$2.62M -33,187 Closed
SSIM
152
Sheets Smith Investment Management
Texas
-$1.24M -15,717 Closed
SSWM
153
Sheets Smith Wealth Management
North Carolina
-$1.12M -14,127 Closed
WFA
154
WMG Financial Advisors
Tennessee
-$717K -9,093 Closed
SCA
155
Snowden Capital Advisors
New York
-$502K -6,359 Closed
IAG
156
Investment Advisory Group
Massachusetts
-$483K -6,115 Closed
SAM
157
Sequent Asset Management
Texas
-$427K -5,397 Closed
OCM
158
One Capital Management
California
-$349K -4,418 Closed
FPGK
159
Financial Partners Group (Kansas)
Kansas
-$348K -4,405 Closed
SWP
160
Stratos Wealth Partners
Ohio
-$347K -4,394 Closed
RRCM
161
Rappaport Reiches Capital Management
Illinois
-$301K -3,810 Closed
TCMP
162
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$286K -3,616 Closed
SS
163
Sunbelt Securities
Texas
-$281K -3,490 Closed
PG
164
Prostatis Group
Maryland
-$267K -3,380 Closed
AA
165
Advisory Alpha
Michigan
-$265K -3,356 Closed
HCM
166
Hilton Capital Management
New York
-$261K -3,300 Closed
RWA
167
River Wealth Advisors
Pennsylvania
-$255K -3,221 Closed
BCM
168
Beaumont Capital Management
Massachusetts
-$252K -3,126 Closed
CWM
169
Congress Wealth Management
Massachusetts
-$245K -3,089 Closed
DFG
170
Demars Financial Group
Washington
-$244K -3,082 Closed
TC
171
TownSquare Capital
Utah
-$242K -3,061 Closed
TCM
172
Traynor Capital Management
Pennsylvania
-$228K -2,891 Closed
KWA
173
Kellett Wealth Advisors
Ohio
-$221K -2,800 Closed
FIM
174
Fernwood Investment Management
Massachusetts
-$211K -2,671 Closed
AWA
175
Arkadios Wealth Advisors
Georgia
-$207K -2,619 Closed