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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
41
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$13.3M
2
HCM
2
Hilton Capital Management
New York
$22.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.04M
4
KAS
4
Kestra Advisory Services
Texas
$6.07M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.16M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$114M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M
3
WPP
3
Whalerock Point Partners
Rhode Island
$409K
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$8.93M
5
ST
5
Spinnaker Trust
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.63M 42,385 +42,385 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.53M 40,831 +28,576 +233%
DFG
28
Demars Financial Group
Washington
$2.49M 40,083 -201 -0.5%
QAM
29
Q3 Asset Management
Michigan
$2.48M 39,981 +39,981 New
ECM
30
Exchange Capital Management
Michigan
$2.41M 38,905 -531 -1%
CCM
31
Cribstone Capital Management
Maine
$2.39M 38,476 -4,312 -10%
SPC
32
Sigma Planning Corp
Michigan
$2.27M 36,620 +2,522 +7%
TGAM
33
TBH Global Asset Management
Tennessee
$2.23M 35,951 +1,860 +5%
MWM
34
Maltin Wealth Management
New Jersey
$2.08M 33,495 -5,088 -13%
HCA
35
Heck Capital Advisors
Wisconsin
$1.76M 28,419 -4,937 -15%
Goldman Sachs
36
Goldman Sachs
New York
$1.74M 28,000 +28,000 New
Marshall Wace
37
Marshall Wace
United Kingdom
$1.73M 27,922 +11,944 +75%
Citadel Advisors
38
Citadel Advisors
Florida
$1.54M 24,771 +9,847 +66%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.5M 24,137 +3,616 +18%
HAS
40
HBW Advisory Services
California
$1.46M 23,531 +23,531 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.39M 22,375 +10,242 +84%
ACA
42
Atlas Capital Advisors
Wyoming
$1.37M 22,121 +3,535 +19%
KPWS
43
Kestra Private Wealth Services
Texas
$1.27M 20,520 +20,520 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.14M 18,370 +1,423 +8%
NR
45
Newfound Research
Massachusetts
$1.13M 18,138 -16,844 -48%
LNC
46
Lincoln National Corp
Pennsylvania
$1.04M 16,721 +5,320 +47%
TRCT
47
Tower Research Capital (TRC)
New York
$962K 15,514 +15,514 New
Renaissance Technologies
48
Renaissance Technologies
New York
$906K 14,600 +14,600 New
LA
49
Lynch & Associates
Indiana
$880K 14,194 -58 -0.4%
SW
50
SVB Wealth
Massachusetts
$828K 13,347 -6,975 -34%
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