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Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,725% more call options, than puts

Call options by funds: $146K | Put options by funds: $8K

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 185187 (+2)

0.22% more ownership

Funds ownership: 35.84%36.06% (+0.22%)

2% less capital invested

Capital invested by funds: $521M → $511M (-$10M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
EPG Wealth Management
Georgia
$3.56K -$3.5K -44 Closed
VWM
177
Venturi Wealth Management
Texas
$3.24K -$1.03K -13 -25%
HBW
178
Hazlett, Burt & Watson
West Virginia
$3K -$11.7K -147 -80%
GIA
179
GHP Investment Advisors
Colorado
$2.92K
WWM
180
Wolff Wiese Magana
California
$1.22K +$1.19K +15 New
HFS
181
Horizon Financial Services
North Carolina
$1.17K +$1.11K +14 New
VNA
182
Valley National Advisers
Pennsylvania
$1K
SFCL
183
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.19K +15 New
BLC
184
Brown, Lisle/Cummings
Rhode Island
$972
FFA
185
Farther Finance Advisors
California
$972
CP
186
Castleview Partners
Texas
$891
AssetMark Inc
187
AssetMark Inc
California
$810 +$795 +10 New
FLPIM
188
F.L. Putnam Investment Management
Massachusetts
$648 +$636 +8 New
WBC
189
West Branch Capital
Massachusetts
$179
VC
190
Vicus Capital
Pennsylvania
-$14.6M -177,280 Closed
DWP
191
Destiny Wealth Partners
Florida
-$8.74M -105,986 Closed
LNC
192
Lincoln National Corp
Pennsylvania
-$3.49M -42,348 Closed
HAS
193
HBW Advisory Services
California
-$1.22M -15,428 Closed
TCMP
194
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.15M -14,849 Closed
SW
195
SVB Wealth
Massachusetts
-$275K -3,340 Closed
CWM
196
Congress Wealth Management
Massachusetts
-$234K -2,838 Closed
AWA
197
Arkadios Wealth Advisors
Georgia
-$234K -2,836 Closed
CA
198
CoreCap Advisors
Michigan
-$67.7K -821 Closed
BC
199
Belmont Capital
California
-$54.3K -658 Closed
SFC
200
SYM Financial Corp
Indiana
-$20.6K -250 Closed