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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

83 hedge funds and large institutions have $247M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-10
Holders Change %
-10.75%
% of All Funds
1.85%
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
25
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$139M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.13M
3
KCM
3
Karp Capital Management
California
$2.74M
4
ASN
4
Advisory Services Network
Georgia
$6.44M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.03M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$673K
3
SPC
3
Sigma Planning Corp
Michigan
$815K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Beck Capital Management
Texas
$1.22M -$85.5K -2,231 -7%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$994K -$228K -5,946 -19%
TRCT
28
Tower Research Capital (TRC)
New York
$978K +$646K +16,868 +195%
SPC
29
Sigma Planning Corp
Michigan
$815K -$5.11M -133,489 -86%
HCA
30
Heck Capital Advisors
Wisconsin
$700K +$70.9K +1,849 +11%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$673K -$22.3M -581,545 -97%
SAM
32
Shamrock Asset Management
Texas
$665K -$98.3K -2,566 -13%
AG
33
Advisor Group
Arizona
$662K +$395K +10,310 +148%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$639K -$8.81K -230 -1%
LA
35
Lynch & Associates
Indiana
$555K +$12.5K +325 +2%
CFGS
36
Concourse Financial Group Securities
Alabama
$494K +$184K +4,818 +60%
SSWM
37
Smith Salley Wealth Management
North Carolina
$493K -$169K -4,406 -25%
GRP
38
Global Retirement Partners
California
$465K -$130K -3,401 -22%
CS
39
Credit Suisse
Switzerland
$411K +$411K +10,737 New
FVWA
40
Foster Victor Wealth Advisors
South Carolina
$390K +$390K +10,165 New
CTA
41
Colonial Trust Advisors
South Carolina
$336K +$22.3K +581 +7%
WPP
42
Whalerock Point Partners
Rhode Island
$292K -$39.8K -1,039 -12%
VF
43
Virtu Financial
New York
$287K +$287K +7,494 New
TCM
44
Traynor Capital Management
Pennsylvania
$285K +$85.1K +2,229 +43%
FTIOP
45
Fiduciary Trust International of Pennsylvania
Pennsylvania
$268K -$10.6K -277 -4%
EIP
46
Ellis Investment Partners
Pennsylvania
$246K +$246K +6,432 New
UBS Group
47
UBS Group
Switzerland
$235K -$112K -2,918 -32%
HighTower Advisors
48
HighTower Advisors
Illinois
$231K -$388K -10,322 -63%
SCA
49
Snowden Capital Advisors
New York
$230K -$64.8K -1,692 -22%
CAN
50
Cetera Advisor Networks
California
$224K +$1.8K +47 +0.8%
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