We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,725% more call options, than puts

Call options by funds: $146K | Put options by funds: $8K

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 185187 (+2)

0.22% more ownership

Funds ownership: 35.84%36.06% (+0.22%)

2% less capital invested

Capital invested by funds: $521M → $511M (-$10M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$16.9K
GTAM
152
Global Trust Asset Management
Florida
$16.4K
EW
153
Element Wealth
Mississippi
$16.3K +$953 +12 +6%
MG
154
Mather Group
Illinois
$15.2K +$14.6K +184 New
HPC
155
HM Payson & Co
Maine
$13.9K
T
156
Tidemark
California
$13.5K
PMFA
157
Plante Moran Financial Advisors
Michigan
$13K
HWM
158
HighMark Wealth Management
Minnesota
$12.2K
GI
159
GAMMA Investing
California
$10.4K
GRP
160
Global Retirement Partners
California
$10.2K
DF
161
Dunhill Financial
United Kingdom
$9.99K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$9.77K -$1.43K -18 -13%
RI
163
Ridgewood Investments
New Jersey
$9.4K +$9.22K +116 New
EWA
164
EverSource Wealth Advisors
Alabama
$8.02K +$7.63K +96 New
SIS
165
Sound Income Strategies
Florida
$7.86K +$7.23K +91 +1,517%
HNB
166
Huntington National Bank
Ohio
$7.62K
PA
167
Parallel Advisors
California
$7.53K
HI
168
Harbour Investments
Wisconsin
$7.38K
PA
169
Pineridge Advisors
Missouri
$7.29K
PS
170
Principal Securities
Iowa
$7.29K
BONH
171
Bank of New Hampshire
New Hampshire
$6.8K
HI
172
Hoey Investments
Pennsylvania
$6.72K
PTC
173
Private Trust Company
Ohio
$5.91K -$79 -1 -1%
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.1K
BHWM
175
Beaird Harris Wealth Management
Texas
$3.79K