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Fidelity MSCI Consumer Discretionary Index ETF

231 hedge funds and large institutions have $999M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $842M → $999M (+$157M)

17% more funds holding

Funds holding: 198231 (+33)

1.9% more ownership

Funds ownership: 47.28%49.18% (+1.9%)

Holders
231
Holders Change
+33
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
54
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$165M -$7.21M -76,926 -4%
Lido Advisors
2
Lido Advisors
California
$135M +$2.1M +22,415 +2%
Charles Schwab
3
Charles Schwab
California
$124M -$2.69M -28,709 -2%
RBA
4
Richard Bernstein Advisors
New York
$95.4M -$1.81M -19,331 -2%
AWM
5
AE Wealth Management
Kansas
$56.8M +$8.23M +87,814 +18%
AM
6
AGF Management
Ontario, Canada
$41M +$4.94M +52,679 +14%
AWM
7
Apollon Wealth Management
South Carolina
$26.7M +$25.6M +273,544 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$23.6M +$22.7M +241,809 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.8M -$1.2M -12,789 -5%
Morgan Stanley
10
Morgan Stanley
New York
$16.7M +$198K +2,109 +1%
FFS
11
Fischer Financial Services
Pennsylvania
$13.7M +$13.1M +140,168 New
Osaic Holdings
12
Osaic Holdings
Arizona
$10.8M +$78.4K +837 +0.8%
LPL Financial
13
LPL Financial
California
$10.5M +$3.38M +36,111 +50%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.5M +$46.5K +496 +0.5%
GA
15
Guerra Advisors
Florida
$9.92M +$9.54M +101,751 New
Fisher Asset Management
16
Fisher Asset Management
Washington
$9.89M -$167K -1,787 -2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$9.83M -$280K -2,992 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$3.89M +41,540 +113%
ACA
19
Atlas Capital Advisors
Wyoming
$7.34M +$2.03M +21,694 +40%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7.19M -$6.76M -72,166 -49%
Stifel Financial
21
Stifel Financial
Missouri
$6.38M +$5.81K +62 +0.1%
BCM
22
Beaumont Capital Management
Massachusetts
$5.54M +$38.4K +410 +0.7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.53M +$181K +1,927 +4%
KAS
24
Kestra Advisory Services
Texas
$5.44M +$595K +6,344 +13%
Mariner
25
Mariner
Kansas
$5.24M -$387K -4,129 -7%