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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Barrett & Company
Rhode Island
$21.6K +$102 +1 +0.5%
SL
202
Salomon & Ludwin
Virginia
$20.7K +$20.3K +200 New
WSFS
203
Wilmington Savings Fund Society
Delaware
$20.4K
RFP
204
Root Financial Partners
California
$19.8K +$17.2K +169 +676%
GCM
205
Gables Capital Management
Florida
$19.6K
HWM
206
HighMark Wealth Management
Minnesota
$19.4K
AC
207
AlphaCore Capital
California
$18.9K
HPC
208
HM Payson & Co
Maine
$17.6K
William Blair & Company
209
William Blair & Company
Illinois
$17.5K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$17.5K +$5.99K +59 +53%
T
211
Tidemark
California
$17.3K
SRCM
212
Signature Resources Capital Management
California
$15.8K -$36.3K -357 -70%
RF
213
Roxbury Financial
New Jersey
$13.7K
GI
214
GAMMA Investing
California
$13.1K
DF
215
Dunhill Financial
United Kingdom
$12.6K
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$10.8K
BlackRock
217
BlackRock
New York
$10.2K +$10.1K +99 +9,900%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$10K +$6.5K +64 +213%
BAM
219
Byrne Asset Management
New Jersey
$9.81K -$10.2K -100 -51%
RF
220
Rossby Financial
Florida
$9.5K
SC
221
SouthState Corp
Florida
$8.89K +$8.83K +87 New
BONH
222
Bank of New Hampshire
New Hampshire
$8.58K
HI
223
Hoey Investments
Pennsylvania
$8.48K
VanEck Associates
224
VanEck Associates
New York
$8K -$609 -6 -8%
CIA
225
Cape Investment Advisory
Georgia
$6.54K +$6.5K +64 New