FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

101 hedge funds and large institutions have $246M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
101
Holders Change
-15
Holders Change %
-12.93%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
37
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$139M
2
Wells Fargo
2
Wells Fargo
California
$13.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.17M
4
SPL
4
Smart Portfolios LLC
Washington
$2.73M
5
SWM
5
Strategic Wealth Management
Washington
$2.01M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.17M
5
Truist Financial
5
Truist Financial
North Carolina
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
TGAM
26
TBH Global Asset Management
Tennessee
$1.25M 33,014 +3,549 +12%
TRCT
27
Tower Research Capital (TRC)
New York
$1.04M 27,655 +10,904 +65%
BFPW
28
BOK Financial Private Wealth
Colorado
$938K 24,845 +24,845 New
VC
29
Vicus Capital
Pennsylvania
$928K 24,581 -77,926 -76%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$816K 21,602 +20,165 +1,403%
ASN
31
Advisory Services Network
Georgia
$706K 18,717 -6,959 -27%
SF
32
Synovus Financial
Georgia
$684K 18,126 +18,126 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$627K 16,610 -7,388 -31%
AIC
34
Ameritas Investment Company
Nebraska
$599K 15,918 +852 +6%
SPC
35
Sigma Planning Corp
Michigan
$570K 15,102 -2,952 -16%
LA
36
Lynch & Associates
Indiana
$545K 14,433 -896 -6%
SSWM
37
Smith Salley Wealth Management
North Carolina
$519K 13,745 -1,839 -12%
CST
38
Charles Schwab Trust
Nevada
$518K 13,717 -113 -0.8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$486K 12,868 -1,114 -8%
IAN
40
Integrated Advisors Network
Texas
$457K 12,099 +919 +8%
LNC
41
Lincoln National Corp
Pennsylvania
$440K 11,674 +4,338 +59%
EH
42
Equitable Holdings
New York
$421K 11,148 -12,824 -53%
CH
43
Canton Hathaway
Rhode Island
$407K 10,795 -1,545 -13%
DI
44
DFPG Investments
Utah
$391K 9,233 -228 -2%
RJA
45
Raymond James & Associates
Florida
$388K 10,268 -1,010 -9%
FFA
46
Fragasso Financial Advisors
Pennsylvania
$373K 9,894 +9,894 New
BFA
47
Beaumont Financial Advisors
Massachusetts
$372K 9,878 -357,606 -97%
CS
48
Credit Suisse
Switzerland
$361K 9,568 +4,165 +77%
Jane Street
49
Jane Street
New York
$334K 8,843 +8,843 New
EIP
50
Ellis Investment Partners
Pennsylvania
$309K 8,586 +2,948 +52%
1
2
3 4 5