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Fidelity MSCI Consumer Discretionary Index ETF

95 hedge funds and large institutions have $329M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $299M → $329M (+$30.1M)

6% more funds holding

Funds holding: 9095 (+5)

0.69% more ownership

Funds ownership: 46.59%47.28% (+0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$153M -$7.13M -158,343 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M +$453K +10,075 +2%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.2M +$128K +2,852 +0.6%
Lido Advisors
4
Lido Advisors
California
$15.8M +$1.34M +29,813 +9%
Wells Fargo
5
Wells Fargo
California
$10.2M +$85.9K +1,908 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.52M +$674K +14,982 +10%
BCA
7
Bay Colony Advisors
Massachusetts
$6.35M +$49.3K +1,095 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$5.17M -$386K -8,566 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.85M +$4.53M +100,702 +1,870%
KCM
10
Karp Capital Management
California
$4.65M +$1.1M +24,490 +32%
VC
11
Vicus Capital
Pennsylvania
$4.63M -$338K -7,501 -7%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.26M +$1.25M +27,834 +43%
SW
13
SVB Wealth
Massachusetts
$3.77M +$3.71M +82,384 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.57M +$3.3M +73,349 +1,537%
ST
15
Spinnaker Trust
Maine
$3.41M -$31.5K -699 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.27M +$918K +20,395 +40%
Bank of America
17
Bank of America
North Carolina
$3.23M +$2.57M +57,066 +418%
5L
18
55I LLC
Massachusetts
$2.79M +$2.46M +54,580 +855%
Stifel Financial
19
Stifel Financial
Missouri
$2.38M -$28.5K -634 -1%
FA
20
FMA Advisory
Pennsylvania
$2.35M -$42.4K -943 -2%
ECM
21
Exchange Capital Management
Michigan
$2.24M +$123K +2,741 +6%
LPL Financial
22
LPL Financial
California
$2.19M +$323K +7,175 +18%
NAM
23
NorthCoast Asset Management
Connecticut
$2.05M +$287K +6,371 +17%
FTS
24
Fifth Third Securities
Ohio
$2.03M +$2M +44,455 New
BCM
25
Beck Capital Management
Texas
$1.95M -$85.1K -1,891 -4%