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Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 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:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
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
Simplex Trading
201
Simplex Trading
Illinois
$9K
RF
202
Rossby Financial
Florida
$8.75K
PA
203
Pineridge Advisors
Missouri
$8.54K
BONH
204
Bank of New Hampshire
New Hampshire
$7.9K
HI
205
Hoey Investments
Pennsylvania
$7.81K
HI
206
Harbour Investments
Wisconsin
$6.35K
BCMLT
207
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.96K
US Bancorp
208
US Bancorp
Minnesota
$5.93K
CAWM
209
Capital A Wealth Management
Pennsylvania
$5.21K
VWA
210
Valued Wealth Advisors
Utah
$4.7K
MWA
211
Moser Wealth Advisors
Washington
$4.51K
PTC
212
Private Trust Company
Ohio
$4.42K
MA
213
MCF Advisors
Kentucky
$4.33K
EWM
214
EPG Wealth Management
Georgia
$4.16K
NFSG
215
Newbridge Financial Services Group
Florida
$3.95K
GIA
216
GHP Investment Advisors
Colorado
$3.39K
ACA
217
Aptus Capital Advisors
Alabama
$3.29K
PA
218
Parallel Advisors
California
$3.29K
PFA
219
Pillar Financial Advisors
Kentucky
$3.2K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$3K
WWM
221
Wolff Wiese Magana
California
$1.41K
BLC
222
Brown, Lisle/Cummings
Rhode Island
$1.13K
PS
223
Principal Securities
Iowa
$1.03K
VNA
224
Valley National Advisers
Pennsylvania
$1K
HNB
225
Huntington National Bank
Ohio
$94