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Fidelity MSCI Consumer Discretionary Index ETF

247 hedge funds and large institutions have $906M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

8% more funds holding

Funds holding: 229247 (+18)

7% more capital invested

Capital invested by funds: $845M → $906M (+$60.9M)

2.5% more ownership

Funds ownership: 43.92%46.42% (+2.5%)

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
83
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$153M +$172K +1,692 +0.1%
Charles Schwab
2
Charles Schwab
California
$127M +$2.54M +24,995 +2%
AWM
3
AE Wealth Management
Kansas
$98.7M +$20.7M +203,947 +27%
Bank of America
4
Bank of America
North Carolina
$87.1M -$7.72M -76,074 -8%
RBA
5
Richard Bernstein Advisors
New York
$49.5M -$826K -8,131 -2%
AM
6
AGF Management
Ontario, Canada
$30.9M +$59.5K +586 +0.2%
AssetMark Inc
7
AssetMark Inc
California
$21.7M +$6.5M +64,014 +43%
Morgan Stanley
8
Morgan Stanley
New York
$20.8M +$2.25M +22,129 +12%
BA
9
Bellwether Advisors
Nebraska
$20.4M +$20.3M +199,922 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$16M +$2.81M +27,680 +22%
FFS
11
Fischer Financial Services
Pennsylvania
$14M -$303K -2,981 -2%
LPL Financial
12
LPL Financial
California
$13.6M -$254K -2,501 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.3M +$528K +5,199 +5%
KAS
14
Kestra Advisory Services
Texas
$8.4M +$306K +3,017 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.1M -$3.16M -31,100 -28%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.27M -$1.12M -11,020 -13%
Fisher Asset Management
17
Fisher Asset Management
Washington
$6.89M -$120K -1,186 -2%
IFA
18
Independence Financial Advisors
New Hampshire
$6.32M +$238K +2,342 +4%
Stifel Financial
19
Stifel Financial
Missouri
$6.2M -$99K -975 -2%
Two Sigma Investments
20
Two Sigma Investments
New York
$5.92M +$3.38M +33,300 +135%
KGP
21
Keystone Global Partners
Colorado
$5.85M +$1.11M +10,918 +24%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.8M -$3.4M -33,531 -37%
ACA
23
Atlas Capital Advisors
Wyoming
$5.79M +$5.75M +56,639 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$5.64M +$328K +3,229 +6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$5.45M +$560K +5,515 +12%