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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 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:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
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
CA
151
CoreCap Advisors
Michigan
$135K
GEA
152
Glen Eagle Advisors
New Jersey
$132K
BTI
153
Blue Trust Inc
Georgia
$130K
IA
154
IFP Advisors
Florida
$127K
AWM
155
Avondale Wealth Management
Texas
$117K
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$101K
SMA
157
Sage Mountain Advisors
Georgia
$95.1K
CTA
158
Colonial Trust Advisors
South Carolina
$78.2K
MCM
159
MAI Capital Management
Ohio
$76K
PG
160
Proffitt & Goodson
Tennessee
$65.4K
William Blair & Company
161
William Blair & Company
Illinois
$60.8K
CA
162
Clearstead Advisors
Ohio
$58.1K
S
163
SignatureFD
Georgia
$58.1K
CT
164
Colonial Trust
South Carolina
$56.9K
PGAM
165
Princeton Global Asset Management
New Jersey
$51.6K
CCM
166
Chilton Capital Management
Texas
$49.6K
SFC
167
SYM Financial Corp
Indiana
$49.3K
AA
168
Addison Advisors
Vermont
$49.1K
SRCM
169
Signature Resources Capital Management
California
$48.2K
GIM
170
Glenmede Investment Management
Pennsylvania
$41.6K
AAP
171
Arax Advisory Partners
Colorado
$38.2K
HR
172
Howe & Rusling
New York
$37.3K
DRP
173
Decker Retirement Planning
Utah
$34.2K
VCM
174
Versant Capital Management
Arizona
$33.1K
DI
175
DAGCO Inc
Ohio
$32.9K