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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSB
151
Piscataqua Savings Bank
New Hampshire
$223K +$222K +2,186 New
AIM
152
Advyzon Investment Management
Illinois
$222K +$220K +2,171 New
EFG
153
Ehrlich Financial Group
California
$218K -$5.38K -53 -2%
KA
154
Kovack Advisors
Florida
$210K +$209K +2,057 New
IA
155
IFP Advisors
Florida
$205K
CFAM
156
Center For Asset Management
Florida
$205K +$203K +2,003 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$201K +$200K +1,969 New
BBHC
158
Brown Brothers Harriman & Co
New York
$188K
GRP
159
Global Retirement Partners
California
$166K +$1.83K +18 +1%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$152K +$7.51K +74 +5%
BTI
161
Blue Trust Inc
Georgia
$150K +$1.63K +16 +1%
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$150K +$149K +1,468 New
AUB
163
Atlantic Union Bankshares
Virginia
$147K
CA
164
CoreCap Advisors
Michigan
$145K +$4.06K +40 +3%
GEA
165
Glen Eagle Advisors
New Jersey
$143K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$140K -$12K -118 -8%
JP Morgan Chase
167
JP Morgan Chase
New York
$133K +$31.7K +312 +31%
HR
168
Howe & Rusling
New York
$120K +$119K +1,175 New
CIAS
169
Capital Investment Advisory Services
North Carolina
$119K -$10.7K -105 -8%
RIA
170
Realta Investment Advisors
Delaware
$114K +$34.5K +340 +44%
TCM
171
Triumph Capital Management
Colorado
$110K +$109K +1,076 New
SMA
172
Sage Mountain Advisors
Georgia
$103K
Deutsche Bank
173
Deutsche Bank
Germany
$86.5K +$86K +847 New
CTA
174
Colonial Trust Advisors
South Carolina
$84.9K
HI
175
Harbour Investments
Wisconsin
$81.6K -$2.64K -26 -3%