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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

169 hedge funds and large institutions have $412M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
51
Reduced
53
Closed
14
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
+$401K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$71.5M
2
EF
2
Empowered Funds
Pennsylvania
$11.7M
3
Truist Financial
3
Truist Financial
North Carolina
$14.5M
4
VC
4
Vicus Capital
Pennsylvania
$8.32M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$9.08M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
QAM
3
Q3 Asset Management
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$20.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$3.96M 49,334 +183 +0.4%
LNC
27
Lincoln National Corp
Pennsylvania
$3.92M 48,890 -7,097 -13%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$3.9M 48,640 -1,324 -3%
SI
29
Stephens Inc
Arkansas
$3.57M 44,501 +1,461 +3%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
– – – –
SPC
31
Sigma Planning Corp
Michigan
$3.28M 40,817 -697 -2%
ECM
32
Exchange Capital Management
Michigan
$3.03M 37,759 -322 -0.8%
HCA
33
Heck Capital Advisors
Wisconsin
$2.82M 35,152 +2,408 +7%
RJA
34
Raymond James & Associates
Florida
$2.54M 31,681 +1,481 +5%
MWM
35
Maltin Wealth Management
New Jersey
$2.5M 31,102 -479 -2%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.37M 29,564 +1,215 +4%
DFG
37
Demars Financial Group
Washington
$2.34M 29,122 +1,059 +4%
ACA
38
Atlas Capital Advisors
Wyoming
$2.26M 28,111 -2,619 -9%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.24M 27,907 -257 -0.9%
AWM
40
AE Wealth Management
Kansas
$2.21M 27,487 +27,487 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.04M 25,452 -562 -2%
SSWM
42
Smith Salley Wealth Management
North Carolina
$1.99M 24,767 +7,008 +39%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.97M 24,497 -83 -0.3%
CCM
44
Cribstone Capital Management
Maine
$1.94M 24,102 -1,786 -7%
ERWM
45
Elk River Wealth Management
Colorado
$1.83M 22,736 +19,225 +548%
CFD
46
Creative Financial Designs
Indiana
$1.82M 22,616 +3,483 +18%
PFS
47
Prospera Financial Services
Texas
$1.71M 21,240 -800 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.56M 19,401 -24,384 -56%
KPWS
49
Kestra Private Wealth Services
Texas
$1.42M 17,732 -256 -1%
AIC
50
Ameritas Investment Company
Nebraska
$1.42M 17,625 +1,309 +8%
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