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Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
SFCL
152
Strengthening Families & Communities LLC
Massachusetts
$2K
BC
153
Bartlett & Co
Ohio
$2K +$1.74K +26 New
BCWM
154
Bartlett & Co Wealth Management
Ohio
$1.91K +$1.74K +26 New
FFA
155
Farther Finance Advisors
California
$1.69K -$601 -9 -28%
CA
156
Crewe Advisors
Utah
$1.47K +$1.33K +20 New
GI
157
Gradient Investments
Minnesota
$1.47K +$1.33K +20 New
BLC
158
Brown, Lisle/Cummings
Rhode Island
$880
CP
159
Castleview Partners
Texas
$807
WBC
160
West Branch Capital
Massachusetts
$160 -$467 -7 -78%
HNB
161
Huntington National Bank
Ohio
$73
Goldman Sachs
162
Goldman Sachs
New York
-$1.44M -21,932 Closed
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
-$250K -3,812 Closed
SC
164
SouthState Corp
Florida
-$70.9K -1,083 Closed
Belvedere Trading
165
Belvedere Trading
Illinois
-$25.8K -394 Closed
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
-$12K -176 Closed
NECFA
167
New England Capital Financial Advisors
Connecticut
-$9.56K -146 Closed
BAM
168
Belpointe Asset Management
Nevada
-$6.75K -103 Closed
CSB
169
City State Bank
Iowa
-$7K -100 Closed
EI
170
Ellevest Inc
New York
-$3.67K -56 Closed
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
-$65 -1 Closed