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Fidelity MSCI Consumer Discretionary Index ETF

226 hedge funds and large institutions have $812M 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, 78 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:

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
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
MBFW
201
Morton Brown Family Wealth
Pennsylvania
$9.93K
Simplex Trading
202
Simplex Trading
Illinois
$9K
RF
203
Rossby Financial
Florida
$8.75K
PA
204
Pineridge Advisors
Missouri
$8.54K
BONH
205
Bank of New Hampshire
New Hampshire
$7.9K
HI
206
Hoey Investments
Pennsylvania
$7.81K
HI
207
Harbour Investments
Wisconsin
$6.35K
BCMLT
208
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.96K
US Bancorp
209
US Bancorp
Minnesota
$5.93K
CAWM
210
Capital A Wealth Management
Pennsylvania
$5.21K
VWA
211
Valued Wealth Advisors
Utah
$4.7K
MWA
212
Moser Wealth Advisors
Washington
$4.51K
PTC
213
Private Trust Company
Ohio
$4.42K
MA
214
MCF Advisors
Kentucky
$4.33K
EWM
215
EPG Wealth Management
Georgia
$4.16K
NFSG
216
Newbridge Financial Services Group
Florida
$3.95K
GIA
217
GHP Investment Advisors
Colorado
$3.39K
ACA
218
Aptus Capital Advisors
Alabama
$3.29K
PA
219
Parallel Advisors
California
$3.29K
PFA
220
Pillar Financial Advisors
Kentucky
$3.2K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$3K
WWM
222
Wolff Wiese Magana
California
$1.41K
BLC
223
Brown, Lisle/Cummings
Rhode Island
$1.13K
PS
224
Principal Securities
Iowa
$1.03K
VNA
225
Valley National Advisers
Pennsylvania
$1K