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Fidelity MSCI Consumer Discretionary Index ETF

192 hedge funds and large institutions have $489M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,750% more call options, than puts

Call options by funds: $308K | Put options by funds: $8K

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $358M → $489M (+$131M)

16% more funds holding

Funds holding: 166192 (+26)

4.27% more ownership

Funds ownership: 30.87%35.13% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
EPG Wealth Management
Georgia
$3.44K
BFPW
177
BOK Financial Private Wealth
Colorado
$3.4K +$3.11K +43 New
RCM
178
Raleigh Capital Management
North Carolina
$3.24K +$2.96K +41 New
VWM
179
Venturi Wealth Management
Texas
$3.16K
IRAG
180
Investment Research & Advisory Group
Georgia
$3.08K +$2.82K +39 New
FCAS
181
First Command Advisory Services
Texas
$2.84K +$1.37K +19 +112%
LFG
182
Larson Financial Group
Missouri
$2.84K +$2.6K +36 New
GIA
183
GHP Investment Advisors
Colorado
$2.83K
PP
184
Pacifica Partners
Canada
$2.09K +$2.02K +28 New
FMTCOCP
185
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFG
186
Team Financial Group
California
$1.18K +$1.08K +15 New
FFA
187
Farther Finance Advisors
California
$947 -$795 -11 -48%
BLC
188
Brown, Lisle/Cummings
Rhode Island
$947
GWM
189
Geneos Wealth Management
Colorado
$868 -$330K -4,563 -100%
CP
190
Castleview Partners
Texas
$868
SIS
191
Sound Income Strategies
Florida
$710 +$650 +9 New
WBC
192
West Branch Capital
Massachusetts
$173
HNB
193
Huntington National Bank
Ohio
$79
FIM
194
Freedom Investment Management
Connecticut
-$1.26M -18,016 Closed
CANY
195
Caxton Associates (New York)
New York
-$1.08M -15,465 Closed
Jane Street
196
Jane Street
New York
-$444K -6,360 Closed
TRCT
197
Tower Research Capital (TRC)
New York
-$296K -4,233 Closed
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
-$274K -3,917 Closed
EAM
199
Empirical Asset Management
Massachusetts
-$203K -2,900 Closed
SSB
200
Sandy Spring Bank
Maryland
-$35.5K -509 Closed