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Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$76.8M +$1.99M +29,757 +3%
Charles Schwab
2
Charles Schwab
California
$47.9M +$279K +4,185 +0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.4M +$1.49M +22,297 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.2M +$11M +165,517 +584%
BCM
5
Beaumont Capital Management
Massachusetts
$12M +$11M +164,126 New
Osaic Holdings
6
Osaic Holdings
Arizona
$9.31M +$4.35M +65,134 +105%
Fisher Asset Management
7
Fisher Asset Management
Washington
$9.13M -$757K -11,337 -8%
AWM
8
AE Wealth Management
Kansas
$8.07M +$2.86M +42,824 +64%
AWM
9
Aprio Wealth Management
Georgia
$7.98M +$727K +10,893 +11%
Morgan Stanley
10
Morgan Stanley
New York
$7.13M +$1.5M +22,406 +30%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.58M +$2.05M +30,745 +52%
MFG
12
Monumental Financial Group
Maryland
$6.14M +$38.4K +575 +0.7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.99M +$113K +1,686 +2%
Bank of America
14
Bank of America
North Carolina
$5.91M -$51.3K -768 -0.9%
LPL Financial
15
LPL Financial
California
$5.82M -$177K -2,657 -3%
CW
16
Connectus Wealth
Ohio
$5.68M +$17.9K +268 +0.3%
ACA
17
Atlas Capital Advisors
Wyoming
$5.48M +$1.15M +17,242 +30%
AWS
18
Atria Wealth Solutions
New York
$5M +$57.5K +861 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.51M +$443K +6,642 +12%
Stifel Financial
20
Stifel Financial
Missouri
$4.1M +$67K +1,003 +2%
RWP
21
RWA Wealth Partners
Massachusetts
$4.02M +$3.66M +54,817 New
Mariner
22
Mariner
Kansas
$3.83M -$217K -3,245 -6%
KIA
23
KCM Investment Advisors
California
$3.69M +$1.87K +28 +0.1%
CFD
24
Creative Financial Designs
Indiana
$3.66M +$222K +3,330 +7%
SA
25
SFI Advisors
New Jersey
$3.54M +$39.9K +598 +1%