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Fidelity MSCI Consumer Discretionary Index ETF

53 hedge funds and large institutions have $106M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $93M → $106M (+$12.7M)

4% more funds holding

Funds holding: 5153 (+2)

0.07% more ownership

Funds ownership: 35.05%35.12% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.8M +$2.47M +69,975 +12%
BFA
2
Beaumont Financial Advisors
Massachusetts
$19.5M +$2.52M +71,344 +15%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.22M -$7.98K -226 -0.2%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.05M
AG
5
Advisor Group
Arizona
$4.86M +$602K +17,047 +14%
ST
6
Spinnaker Trust
Maine
$4.55M -$119K -3,361 -3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.42M +$2.31M +65,319 +111%
Morgan Stanley
8
Morgan Stanley
New York
$3.97M -$4.8K -136 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.69M +$3.55M +100,545 +2,846%
Northern Trust
10
Northern Trust
Illinois
$3.11M
Bank of America
11
Bank of America
North Carolina
$2.74M +$288K +8,156 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.73M -$1.46M -41,217 -35%
ASN
13
Advisory Services Network
Georgia
$2.42M -$52.4K -1,483 -2%
VC
14
Vicus Capital
Pennsylvania
$2.41M +$2.4M +67,825 New
Wells Fargo
15
Wells Fargo
California
$2.24M +$1.2M +33,962 +116%
Lido Advisors
16
Lido Advisors
California
$2.15M +$383K +10,855 +22%
RW
17
Rand Wealth
Maryland
$1.74M +$172K +4,858 +11%
SPC
18
Sigma Planning Corp
Michigan
$1.42M +$932K +26,384 +194%
SG Americas Securities
19
SG Americas Securities
New York
$1.23M +$1.22M +34,498 New
LNC
20
Lincoln National Corp
Pennsylvania
$968K +$360K +10,187 +60%
SB
21
Suntrust Banks
Georgia
$878K +$873K +24,725 New
PVH
22
Psagot Value Holdings
Israel
$746K +$247K +7,000 +50%
Jane Street
23
Jane Street
New York
$654K +$651K +18,421 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$631K -$977K -27,660 -61%
RPG
25
Risk Paradigm Group
Texas
$600K -$163K -4,619 -21%