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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$11.7K -$38.6K -412 -77%
PS
202
Principal Securities
Iowa
$11.5K +$843 +9 +8%
RI
203
Ridgewood Investments
New Jersey
$11.3K
VanEck Associates
204
VanEck Associates
New York
$11K +$2.62K +28 +34%
PCA
205
PMV Capital Advisers
Texas
$10.2K +$9.84K +105 New
HI
206
Harbour Investments
Wisconsin
$8.9K
SIS
207
Sound Income Strategies
Florida
$8.87K +$8.53K +91 New
PA
208
Pineridge Advisors
Missouri
$8.8K
Q1WB
209
Quest 10 Wealth Builders
Virginia
$8.58K +$8.25K +88 New
BONH
210
Bank of New Hampshire
New Hampshire
$8.19K
HI
211
Hoey Investments
Pennsylvania
$8.09K
PTC
212
Private Trust Company
Ohio
$7.02K
KIM
213
Kestra Investment Management
Texas
$6.33K +$6.09K +65 New
MDA
214
Minot DeBlois Advisors
Massachusetts
$6.19K +$6K +64 New
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.15K
BC
216
Barrett & Company
Rhode Island
$5.85K
MA
217
MCF Advisors
Kentucky
$4.48K +$4.31K +46 New
EWM
218
EPG Wealth Management
Georgia
$4.29K
ACA
219
Aptus Capital Advisors
Alabama
$3.9K +$469 +5 +14%
US Bancorp
220
US Bancorp
Minnesota
$3.8K +$3.65K +39 New
PWA
221
Physician Wealth Advisors
Utah
$3.61K +$3.47K +37 New
GIA
222
GHP Investment Advisors
Colorado
$3.52K
OC
223
Oarsman Capital
Wisconsin
$3.41K
PA
224
Parallel Advisors
California
$3.41K
PFA
225
Pillar Financial Advisors
Kentucky
$3.31K +$3.19K +34 New