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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
33
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$187M
2
Truist Financial
2
Truist Financial
North Carolina
$12.3M
3
SIA
3
Soltis Investment Advisors
Utah
$5.16M
4
MWM
4
Maltin Wealth Management
New Jersey
$2.95M
5
FI
5
FormulaFolio Investments
Michigan
$24M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$17.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$69K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M
5
SW
5
SVB Wealth
Massachusetts
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Exchange Capital Management
Michigan
$2M 41,369 -7,922 -16%
BCM
27
Beck Capital Management
Texas
$1.75M 36,310 -4,029 -10%
LPL Financial
28
LPL Financial
California
$1.74M 36,122 -785 -2%
HCA
29
Heck Capital Advisors
Wisconsin
$1.54M 31,928 +5,303 +20%
TGAM
30
TBH Global Asset Management
Tennessee
$1.42M 29,465 +29,465 New
ASN
31
Advisory Services Network
Georgia
$1.24M 25,676 +4,540 +21%
Citadel Advisors
32
Citadel Advisors
Florida
$1.2M 24,808 -12,416 -33%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.16M 23,998 +3,634 +18%
EH
34
Equitable Holdings
New York
$1.16M 23,972 +23,972 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.07M 22,184 +11,957 +117%
AG
36
Advisor Group
Arizona
$1.05M 21,651 -14,180 -40%
PG
37
Prostatis Group
Maryland
$899K 18,622 +18,622 New
AI
38
Atria Investments
North Carolina
$889K 18,428 -435 -2%
CAS
39
Cascadia Advisory Services
Oregon
$889K 18,428 +18,428 New
SPC
40
Sigma Planning Corp
Michigan
$871K 18,054 -960 -5%
TRCT
41
Tower Research Capital (TRC)
New York
$808K 16,751 -1,281 -7%
SSWM
42
Smith Salley Wealth Management
North Carolina
$752K 15,584 +1,365 +10%
MWC
43
MKD Wealth Coaches
Michigan
$747K 15,487 -314 -2%
LA
44
Lynch & Associates
Indiana
$740K 15,329 -751 -5%
NAM
45
NorthCoast Asset Management
Connecticut
$733K 15,174 -1,014 -6%
AIC
46
Ameritas Investment Company
Nebraska
$727K 15,066 +969 +7%
MML Investors Services
47
MML Investors Services
Massachusetts
$704K 14,599 -6,602 -31%
HighTower Advisors
48
HighTower Advisors
Illinois
$682K 14,254 +334 +2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$675K 13,982 +2,625 +23%
CST
50
Charles Schwab Trust
Nevada
$667K 13,830 +2,864 +26%
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