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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

110 hedge funds and large institutions have $333M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
35
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.5M
3
HCM
3
Hilton Capital Management
New York
$10.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.46M
5
VC
5
Vicus Capital
Pennsylvania
$4.56M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$139M
2
KCM
2
Karp Capital Management
California
$0
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$776K
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NR
26
Newfound Research
Massachusetts
$1.82M 34,982 +34,982 New
TGAM
27
TBH Global Asset Management
Tennessee
$1.77M 34,091 +1,077 +3%
SPC
28
Sigma Planning Corp
Michigan
$1.77M 34,098 +18,996 +126%
HCA
29
Heck Capital Advisors
Wisconsin
$1.74M 33,356 -1,203 -3%
BC
30
Brinker Capital
Pennsylvania
$1.57M 30,084 +30,084 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.07M 20,521 +7,653 +59%
SW
32
SVB Wealth
Massachusetts
$1.06M 20,322 -15,162 -43%
RBFC
33
Roman Butler Fullerton & Co
Missouri
$1.05M 20,130 +20,130 New
ACA
34
Atlas Capital Advisors
Wyoming
$967K 18,586 +18,586 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$882K 16,947 +337 +2%
Marshall Wace
36
Marshall Wace
United Kingdom
$831K 15,978 +14,362 +889%
AIC
37
Ameritas Investment Company
Nebraska
$822K 15,799 -119 -0.7%
Citadel Advisors
38
Citadel Advisors
Florida
$776K 14,924 -53,350 -78%
LA
39
Lynch & Associates
Indiana
$742K 14,252 -181 -1%
IAN
40
Integrated Advisors Network
Texas
$728K 14,000 +1,901 +16%
SSWM
41
Smith Salley Wealth Management
North Carolina
$716K 13,770 +25 +0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$638K 12,255 +12,255 New
HighTower Advisors
43
HighTower Advisors
Illinois
$627K 12,133 +4,164 +52%
EIP
44
Ellis Investment Partners
Pennsylvania
$615K 11,650 +3,064 +36%
CAAS
45
Capital Asset Advisory Services
Michigan
$612K 10,407 +10,407 New
LNC
46
Lincoln National Corp
Pennsylvania
$593K 11,401 -273 -2%
CH
47
Canton Hathaway
Rhode Island
$562K 10,795 – –
MML Investors Services
48
MML Investors Services
Massachusetts
$536K 10,296 +4,056 +65%
CST
49
Charles Schwab Trust
Nevada
$533K 10,262 -3,455 -25%
DI
50
DFPG Investments
Utah
$505K 9,304 +71 +0.8%
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