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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$3.3M 43,277 -2,077 -5%
SPC
27
Sigma Planning Corp
Michigan
$3.09M 40,469 +1,504 +4%
ECM
28
Exchange Capital Management
Michigan
$2.93M 38,382 -273 -0.7%
CCM
29
Cribstone Capital Management
Maine
$2.84M 37,169 -604 -2%
ACA
30
Atlas Capital Advisors
Wyoming
$2.81M 36,862 -3,033 -8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.69M 35,249 +820 +2%
HCA
32
Heck Capital Advisors
Wisconsin
$2.55M 33,455 +1,681 +5%
MCC
33
Money Concepts Capital
Florida
$2.51M 32,930 -238 -0.7%
MWM
34
Maltin Wealth Management
New Jersey
$2.33M 30,576 -220 -0.7%
RJA
35
Raymond James & Associates
Florida
$2.23M 29,194 -14,032 -32%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.19M 28,580 +5,746 +25%
Goldman Sachs
37
Goldman Sachs
New York
$2.14M 28,000 – –
DFG
38
Demars Financial Group
Washington
$2.06M 26,944 -567 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$2.01M 26,371 +21,338 +424%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.89M 24,768 +786 +3%
KPWS
41
Kestra Private Wealth Services
Texas
$1.87M 24,465 -3,218 -12%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.78M 23,270 +3,392 +17%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.35M 17,700 -700 -4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.28M 16,714 +12,436 +291%
SSWM
45
Smith Salley Wealth Management
North Carolina
$1.26M 16,559 +3,018 +22%
CFD
46
Creative Financial Designs
Indiana
$1.16M 15,127 +2,762 +22%
LA
47
Lynch & Associates
Indiana
$1.05M 13,718 -282 -2%
EIP
48
Ellis Investment Partners
Pennsylvania
$1.03M 13,441 -214 -2%
SWM
49
Spire Wealth Management
Virginia
$1.01M 13,250 +13,250 New
CFGS
50
Concourse Financial Group Securities
Alabama
$976K 12,791 +2,430 +23%
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