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Fidelity MSCI Consumer Discretionary Index ETF

191 hedge funds and large institutions have $488M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+26
Holders Change %
+15.76%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$98.7M 1,249,896 +603,520 +93%
Lido Advisors
2
Lido Advisors
California
$97.4M 1,234,402 +113,654 +10%
Morgan Stanley
3
Morgan Stanley
New York
$19.9M 251,518 +152,403 +154%
AWM
4
AE Wealth Management
Kansas
$17.3M 226,178 +75,473 +50%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.3M 206,787 -2,620 -1%
VC
6
Vicus Capital
Pennsylvania
$13.7M 173,105 +173,105 New
MFG
7
Monumental Financial Group
Maryland
$13.2M 167,212 +67,784 +68%
Bank of America
8
Bank of America
North Carolina
$12.3M 155,933 +46,442 +42%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.86M 124,925 -104,737 -46%
DWP
10
Destiny Wealth Partners
Florida
$8.68M 114,302 +114,302 New
Fisher Asset Management
11
Fisher Asset Management
Washington
$8.45M 107,061 -9,780 -8%
AM
12
AGF Management
Ontario, Canada
$7.36M 93,285 +27,646 +42%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.14M 90,519 +132 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.08M 89,622 -63,772 -42%
LPL Financial
15
LPL Financial
California
$7.04M 89,123 +5,340 +6%
ACA
16
Atlas Capital Advisors
Wyoming
$5.83M 73,805 -15,304 -17%
Stifel Financial
17
Stifel Financial
Missouri
$4.52M 57,214 +1,549 +3%
BCM
18
Beaumont Capital Management
Massachusetts
$4.49M 56,905 -103,159 -64%
CFD
19
Creative Financial Designs
Indiana
$4.27M 54,141 +5,799 +12%
Mariner
20
Mariner
Kansas
$4.08M 51,626 -216 -0.4%
SA
21
SFI Advisors
New Jersey
$4.04M 51,222 -1,839 -3%
KIA
22
KCM Investment Advisors
California
$3.98M 50,407 -243 -0.5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.89M 49,324 +44,516 +926%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.62M 45,920 +3,180 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.51M 44,503 -12,779 -22%