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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
GCM
176
Gables Capital Management
Florida
$17.9K
HWM
177
HighMark Wealth Management
Minnesota
$17.7K
Russell Investments Group
178
Russell Investments Group
United Kingdom
$17.5K
AC
179
AlphaCore Capital
California
$17.3K
RFP
180
Root Financial Partners
California
$17K
HPC
181
HM Payson & Co
Maine
$16K
T
182
Tidemark
California
$15.8K
UBS AM
183
UBS AM
Illinois
$14K
VCM
184
Versant Capital Management
Arizona
$13.9K
SRCM
185
Signature Resources Capital Management
California
$13.9K
RF
186
Roxbury Financial
New Jersey
$12.5K
GI
187
GAMMA Investing
California
$11.9K
DF
188
Dunhill Financial
United Kingdom
$11.5K
WWM
189
Western Wealth Management
Colorado
$10.3K
MBFW
190
Morton Brown Family Wealth
Pennsylvania
$9.84K
NF
191
Napier Financial
Massachusetts
$9.61K
Q1WB
192
Quest 10 Wealth Builders
Virginia
$9.42K
BAM
193
Byrne Asset Management
New Jersey
$8.95K
DWM
194
Darwin Wealth Management
Florida
$7.83K
HI
195
Hoey Investments
Pennsylvania
$7.74K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$7.46K
ATPW
197
Ashton Thomas Private Wealth
Arizona
$6.53K
TC
198
Truvestments Capital
Florida
$6.34K
VanEck Associates
199
VanEck Associates
New York
$5K
TFM
200
TFC Financial Management
Massachusetts
$4.66K