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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
176
Wingate Wealth Advisors
Massachusetts
$48.7K +$46.9K +500 New
EBA
177
Eagle Bay Advisors
New York
$39K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$38.3K +$36.9K +394 New
DRP
179
Decker Retirement Planning
Utah
$35.5K +$34.1K +364 New
CFB
180
Cullen/Frost Bankers
Texas
$33.1K +$31.9K +340 New
VWM
181
Venturi Wealth Management
Texas
$32.1K -$106K -1,132 -77%
CICI
182
Capital Investment Counsel Inc
North Carolina
$32K +$30.7K +328 New
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$27.7K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$25K +$24.1K +257 New
TWC
185
TD Waterhouse Canada
Ontario, Canada
$24.4K
Simplex Trading
186
Simplex Trading
Illinois
$23K +$9.84K +105 +76%
PC
187
Promus Capital
Illinois
$20.5K +$19.7K +210 New
LC
188
Lindbrook Capital
California
$20.4K
AF
189
Allworth Financial
California
$20.2K +$7.5K +80 +66%
GTAM
190
Global Trust Asset Management
Florida
$19.7K
WSFS
191
Wilmington Savings Fund Society
Delaware
$19.5K
HWM
192
HighMark Wealth Management
Minnesota
$19.2K +$4.41K +47 +31%
GCM
193
Gables Capital Management
Florida
$18.7K
EW
194
Element Wealth
Mississippi
$18.5K +$94 +1 +0.5%
HPC
195
HM Payson & Co
Maine
$16.8K
T
196
Tidemark
California
$16.3K +$94 +1 +0.6%
NFSG
197
Newbridge Financial Services Group
Florida
$13.8K +$13.3K +142 New
RF
198
Roxbury Financial
New Jersey
$12.5K +$12K +128 New
GI
199
GAMMA Investing
California
$12.5K
DF
200
Dunhill Financial
United Kingdom
$12K