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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$33.1K
DI
177
DAGCO Inc
Ohio
$32.9K
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$26.7K
IAS
179
IMA Advisory Services
Colorado
$24.6K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$24.2K
BDPWM
181
Barnes Dennig Private Wealth Management
Ohio
$23.8K
TWC
182
TD Waterhouse Canada
Ontario, Canada
$23.6K
AF
183
Allworth Financial
California
$23K
CMP
184
Coston McIsaac & Partners
Maine
$21K
BC
185
Barrett & Company
Rhode Island
$19.9K
PC
186
Promus Capital
Illinois
$19.8K
WSFS
187
Wilmington Savings Fund Society
Delaware
$18.8K
GCM
188
Gables Capital Management
Florida
$18.1K
HWM
189
HighMark Wealth Management
Minnesota
$17.9K
AC
190
AlphaCore Capital
California
$17.4K
HPC
191
HM Payson & Co
Maine
$16.2K
T
192
Tidemark
California
$15.8K
SIS
193
Sound Income Strategies
Florida
$14.4K
RF
194
Roxbury Financial
New Jersey
$12.5K
Russell Investments Group
195
Russell Investments Group
United Kingdom
$12.1K
GI
196
GAMMA Investing
California
$12K
DF
197
Dunhill Financial
United Kingdom
$11.6K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$11.6K
RI
199
Ridgewood Investments
New Jersey
$10.9K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$10.5K