FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

226 hedge funds and large institutions have $812M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$137K
CA
152
CoreCap Advisors
Michigan
$135K
GEA
153
Glen Eagle Advisors
New Jersey
$132K
BTI
154
Blue Trust Inc
Georgia
$130K
IA
155
IFP Advisors
Florida
$127K
AWM
156
Avondale Wealth Management
Texas
$117K
JP Morgan Chase
157
JP Morgan Chase
New York
$101K
SMA
158
Sage Mountain Advisors
Georgia
$95.1K
CTA
159
Colonial Trust Advisors
South Carolina
$78.2K
MCM
160
MAI Capital Management
Ohio
$76K
PG
161
Proffitt & Goodson
Tennessee
$65.4K
William Blair & Company
162
William Blair & Company
Illinois
$60.8K
CA
163
Clearstead Advisors
Ohio
$58.1K
S
164
SignatureFD
Georgia
$58.1K
CT
165
Colonial Trust
South Carolina
$56.9K
PGAM
166
Princeton Global Asset Management
New Jersey
$51.6K
CCM
167
Chilton Capital Management
Texas
$49.6K
SFC
168
SYM Financial Corp
Indiana
$49.3K
AA
169
Addison Advisors
Vermont
$49.1K
SRCM
170
Signature Resources Capital Management
California
$48.2K
GIM
171
Glenmede Investment Management
Pennsylvania
$41.6K
AAP
172
Arax Advisory Partners
Colorado
$38.2K
HR
173
Howe & Rusling
New York
$37.3K
DRP
174
Decker Retirement Planning
Utah
$34.2K
VCM
175
Versant Capital Management
Arizona
$33.1K