FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

166 hedge funds and large institutions have $403M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
63
Reduced
47
Closed
15
Calls
$422K
Puts
$414K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$41.2M
2
Lido Advisors
2
Lido Advisors
California
$58.7M
3
MFG
3
Monumental Financial Group
Maryland
$7.44M
4
MFM
4
Mirsky Financial Management
New York
$4.43M
5
APA
5
Allegiant Private Advisors
Florida
$4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$38.7M
2
Bank of America
2
Bank of America
North Carolina
$8.65M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.3M
5
CA
5
Crumly & Associates
Illinois
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.55M 43,785 -451 -1%
SI
27
Stephens Inc
Arkansas
$3.49M 43,040 -237 -0.5%
FI
28
FormulaFolio Investments
Michigan
$3.48M 42,908 -4,236 -9%
SPC
29
Sigma Planning Corp
Michigan
$3.37M 41,514 +1,045 +3%
ECM
30
Exchange Capital Management
Michigan
$3.09M 38,081 -301 -0.8%
Citadel Advisors
31
Citadel Advisors
Florida
$2.77M 34,185 +7,814 +30%
HCA
32
Heck Capital Advisors
Wisconsin
$2.66M 32,744 -711 -2%
MWM
33
Maltin Wealth Management
New Jersey
$2.56M 31,581 +1,005 +3%
ACA
34
Atlas Capital Advisors
Wyoming
$2.49M 30,730 -6,132 -17%
RJA
35
Raymond James & Associates
Florida
$2.45M 30,200 +1,006 +3%
QAM
36
Q3 Asset Management
Michigan
$2.44M 30,097 +30,097 New
BFA
37
Beaumont Financial Advisors
Massachusetts
$2.3M 28,349 -66,290 -70%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.28M 28,164 -416 -1%
DFG
39
Demars Financial Group
Washington
$2.28M 28,063 +1,119 +4%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$2.11M 26,014 +2,744 +12%
CCM
41
Cribstone Capital Management
Maine
$2.1M 25,888 -11,281 -30%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.99M 24,580 -188 -0.8%
HAS
43
HBW Advisory Services
California
$1.92M 23,636 +23,636 New
MA
44
Mutual Advisors
Nebraska
$1.9M 23,367 +12,760 +120%
PFS
45
Prospera Financial Services
Texas
$1.79M 22,040 +22,040 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.57M 19,373 +2,659 +16%
CFD
47
Creative Financial Designs
Indiana
$1.55M 19,133 +4,006 +26%
KPWS
48
Kestra Private Wealth Services
Texas
$1.46M 17,988 -6,477 -26%
SSWM
49
Smith Salley Wealth Management
North Carolina
$1.44M 17,759 +1,200 +7%
AIC
50
Ameritas Investment Company
Nebraska
$1.4M 16,316 +16,316 New
1
2
3 4 5