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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$217K -$21.6K -231 -9%
SEIA
152
Signature Estate & Investment Advisors
California
$215K -$7.59K -81 -4%
SW
153
SVB Wealth
Massachusetts
$213K +$205K +2,183 New
IAN
154
Integrated Advisors Network
Texas
$207K -$94.3K -1,006 -32%
SWP
155
Stratos Wealth Partners
Ohio
$205K +$197K +2,103 New
GRP
156
Global Retirement Partners
California
$166K +$148K +1,575 +1,250%
SPIA
157
Steward Partners Investment Advisory
New York
$161K -$7.97K -85 -5%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$158K +$750 +8 +0.5%
GEA
159
Glen Eagle Advisors
New Jersey
$137K
CIAS
160
Capital Investment Advisory Services
North Carolina
$134K
IA
161
IFP Advisors
Florida
$129K +$19.4K +207 +19%
CT
162
Colonial Trust
South Carolina
$98.8K
SMA
163
Sage Mountain Advisors
Georgia
$98.5K
BTI
164
Blue Trust Inc
Georgia
$95.6K +$91.9K +981 New
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$84.1K +$3.65K +39 +5%
CTA
166
Colonial Trust Advisors
South Carolina
$81K -$30.1K -321 -28%
MCM
167
MAI Capital Management
Ohio
$73.2K +$70.4K +751 New
PG
168
Proffitt & Goodson
Tennessee
$67.7K
William Blair & Company
169
William Blair & Company
Illinois
$66.4K -$8.15K -87 -11%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$62.5K +$60.1K +641 New
S
171
SignatureFD
Georgia
$61.2K
CA
172
Clearstead Advisors
Ohio
$60.2K
CCM
173
Chilton Capital Management
Texas
$55K
PGAM
174
Princeton Global Asset Management
New Jersey
$53.5K
AA
175
Addison Advisors
Vermont
$50.9K