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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
–
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$36.2M
2
SSIM
2
Sheets Smith Investment Management
Texas
$8.5M
3
CA
3
Crumly & Associates
Illinois
$6.58M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.7M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$3.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$82.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$306K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.17M
4
KAS
4
Kestra Advisory Services
Texas
$4.5M
5
QAM
5
Q3 Asset Management
Michigan
$696K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$3.34M 46,513 -588 -1%
TGAM
27
TBH Global Asset Management
Tennessee
$3.3M 46,203 +10,252 +29%
SI
28
Stephens Inc
Arkansas
$3.24M 45,354 -1,695 -4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.17M 44,311 -69,215 -61%
RJA
30
Raymond James & Associates
Florida
$3.09M 43,226 +841 +2%
ACA
31
Atlas Capital Advisors
Wyoming
$2.85M 39,895 +17,774 +80%
SPC
32
Sigma Planning Corp
Michigan
$2.79M 38,965 +2,345 +6%
ECM
33
Exchange Capital Management
Michigan
$2.76M 38,655 -250 -0.6%
CCM
34
Cribstone Capital Management
Maine
$2.7M 37,773 -703 -2%
LNC
35
Lincoln National Corp
Pennsylvania
$2.59M 36,218 +19,497 +117%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.46M 34,429 -6,402 -16%
MCC
37
Money Concepts Capital
Florida
$2.37M 33,168 +33,168 New
HCA
38
Heck Capital Advisors
Wisconsin
$2.27M 31,774 +3,355 +12%
MWM
39
Maltin Wealth Management
New Jersey
$2.2M 30,796 -2,699 -8%
MA
40
Mutual Advisors
Nebraska
$2.15M 30,080 +20,922 +228%
Goldman Sachs
41
Goldman Sachs
New York
$2M 28,000 – –
KPWS
42
Kestra Private Wealth Services
Texas
$1.98M 27,683 +7,163 +35%
DFG
43
Demars Financial Group
Washington
$1.97M 27,511 -12,572 -31%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.72M 23,982 -155 -0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.64M 22,834 +459 +2%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.42M 19,878 +1,508 +8%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.32M 18,400 +3,800 +26%
AIC
48
Ameritas Investment Company
Nebraska
$1.12M 15,608 -191 -1%
ERWM
49
Elk River Wealth Management
Colorado
$1.05M 14,661 +14,661 New
LA
50
Lynch & Associates
Indiana
$1M 14,000 -194 -1%
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