FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

90 hedge funds and large institutions have $299M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
27
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.3M
3
Lido Advisors
3
Lido Advisors
California
$13.9M
4
NAM
4
NorthCoast Asset Management
Connecticut
$1.69M
5
MAP
5
Milestone Advisory Partners
North Carolina
$1.15M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
ASN
2
Advisory Services Network
Georgia
$1.36M
3
CSIA
3
Charles Schwab Investment Advisory
California
$154M
4
LNC
4
Lincoln National Corp
Pennsylvania
$679K
5
Northern Trust
5
Northern Trust
Illinois
$301K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.36M 30,919 -137,088 -82%
MAP
27
Milestone Advisory Partners
North Carolina
$1.15M 26,204 +26,204 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.15M 26,155 +26,155 New
HCA
29
Heck Capital Advisors
Wisconsin
$920K 20,975 +2,699 +15%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$892K 20,334 +3,658 +22%
NR
31
Newfound Research
Massachusetts
$776K 17,684 +17,684 New
SPC
32
Sigma Planning Corp
Michigan
$707K 16,120 -5,151 -24%
LNC
33
Lincoln National Corp
Pennsylvania
$679K 15,473 -68,679 -82%
LA
34
Lynch & Associates
Indiana
$625K 14,246 -231 -2%
AIC
35
Ameritas Investment Company
Nebraska
$606K 13,818 +13,818 New
Bank of America
36
Bank of America
North Carolina
$599K 13,667 -40,911 -75%
CFGS
37
Concourse Financial Group Securities
Alabama
$586K 13,373 +459 +4%
SSWM
38
Smith Salley Wealth Management
North Carolina
$571K 13,011 +133 +1%
CTA
39
Colonial Trust Advisors
South Carolina
$504K 11,498 +2,730 +31%
SCA
40
Snowden Capital Advisors
New York
$480K 10,945 +4,935 +82%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$446K 10,167 +2 +0%
HighTower Advisors
42
HighTower Advisors
Illinois
$421K 9,734 +3,581 +58%
CS
43
Credit Suisse
Switzerland
$327K 7,454 -3,283 -31%
GRP
44
Global Retirement Partners
California
$322K 7,346 -4,800 -40%
WPP
45
Whalerock Point Partners
Rhode Island
$316K 7,209 -419 -5%
FTIOP
46
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K 6,992 – –
TCM
47
Traynor Capital Management
Pennsylvania
$311K 7,097 -364 -5%
Northern Trust
48
Northern Trust
Illinois
$301K 6,865 -43,539 -86%
5L
49
55I LLC
Massachusetts
$280K 6,381 +6,381 New
OC
50
Oppenheimer & Co
New York
$258K 5,875 +175 +3%
1
2
3 4