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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
151
Fairfield, Bush & Co
Connecticut
$15.8K +$14.4K +200 New
HBW
152
Hazlett, Burt & Watson
West Virginia
$15K
EW
153
Element Wealth
Mississippi
$14.9K
AIC
154
Archer Investment Corporation
Indiana
$13.7K
HPC
155
HM Payson & Co
Maine
$13.6K
T
156
Tidemark
California
$13.1K +$12K +166 New
CFGS
157
Concourse Financial Group Securities
Alabama
$12.9K -$20.8K -288 -64%
PMFA
158
Plante Moran Financial Advisors
Michigan
$12.7K
HI
159
Harbour Investments
Wisconsin
$10.9K +$3.4K +47 +52%
DF
160
Dunhill Financial
United Kingdom
$9.74K +$8.89K +123 New
GI
161
GAMMA Investing
California
$9.7K +$9.25K +128 New
GRP
162
Global Retirement Partners
California
$9.67K +$9.1K +126 New
TWM
163
Tradition Wealth Management
Minnesota
$8K +$7.22K +100 New
SHIM
164
Stone House Investment Management
Pennsylvania
$7.77K -$12.4K -172 -64%
PA
165
Parallel Advisors
California
$7.34K
PA
166
Pineridge Advisors
Missouri
$7.11K +$6.5K +90 New
PS
167
Principal Securities
Iowa
$7.11K +$6.5K +90 New
MBFW
168
Morton Brown Family Wealth
Pennsylvania
$6.66K +$6.07K +84 New
HI
169
Hoey Investments
Pennsylvania
$6.55K
PTC
170
Private Trust Company
Ohio
$6.16K +$5.64K +78 New
TVAMP
171
Tennessee Valley Asset Management Partners
Tennessee
$5.64K +$5.13K +71 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$5.58K
VNA
173
Valley National Advisers
Pennsylvania
$5K -$447K -6,182 -99%
BWM
174
Baystate Wealth Management
Massachusetts
$4.18K +$72 +1 +2%
BHWM
175
Beaird Harris Wealth Management
Texas
$3.68K