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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$7.05M
3 +$6.31M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

1 -$65.5M
2 -$48.2M
3 -$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.64M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$71.4K
PG
152
Proffitt & Goodson
Tennessee
$64.8K
CA
153
Clearstead Advisors
Ohio
$57.6K
S
154
SignatureFD
Georgia
$56.5K
CT
155
Colonial Trust
South Carolina
$56.4K
PGAM
156
Princeton Global Asset Management
New Jersey
$52.2K
WP
157
WealthShield Partners
North Carolina
$51.3K
AF
158
Allworth Financial
California
$50.5K
AA
159
Addison Advisors
Vermont
$48.7K
DRP
160
Decker Retirement Planning
Utah
$33.9K
DI
161
DAGCO Inc
Ohio
$32.6K
CTWM
162
Cherry Tree Wealth Management
Minnesota
$32.2K
HR
163
Howe & Rusling
New York
$32K
AAP
164
Arax Advisory Partners
Colorado
$29.4K
SIS
165
Sound Income Strategies
Florida
$29.3K
ACM
166
Anfield Capital Management
California
$28K
IAS
167
IMA Advisory Services
Colorado
$24.3K
BDPWM
168
Barnes Dennig Private Wealth Management
Ohio
$23.6K
TWC
169
TD Waterhouse Canada
Ontario, Canada
$23.5K
RF
170
Rossby Financial
Florida
$22.5K
GWM
171
Geneos Wealth Management
Colorado
$19.7K
BC
172
Barrett & Company
Rhode Island
$19.7K
WA
173
Waverly Advisors
Alabama
$19.6K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$19.3K
WSFS
175
Wilmington Savings Fund Society
Delaware
$18.7K