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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

201 hedge funds and large institutions have $664M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+32
Holders Change %
+18.93%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
73
Reduced
41
Closed
15
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$500K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$185M
2
SSIM
2
Sheets Smith Investment Management
Texas
$11.2M
3
KAS
3
Kestra Advisory Services
Texas
$18.9M
4
ACA
4
Atlas Capital Advisors
Wyoming
$8.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.16M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
VC
2
Vicus Capital
Pennsylvania
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.29M
5
PFS
5
Prospera Financial Services
Texas
$235K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$4.58M 51,830 +24,343 +89%
Stifel Financial
27
Stifel Financial
Missouri
$4.47M 50,667 -3,174 -6%
DWP
28
Destiny Wealth Partners
Florida
$4.45M 50,455 +50,455 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.44M 50,343 +41,377 +461%
SSWM
30
Sheets Smith Wealth Management
North Carolina
$4.29M 48,640 – –
OMC
31
Old Mission Capital
Illinois
$4.13M 46,770 +46,770 New
SI
32
Stephens Inc
Arkansas
$4.01M 45,462 +961 +2%
SPC
33
Sigma Planning Corp
Michigan
$3.68M 41,706 +889 +2%
BA
34
Bivin & Associates
Oklahoma
$3.27M 37,053 +37,053 New
ECM
35
Exchange Capital Management
Michigan
$3.23M 36,551 -1,208 -3%
CA
36
Crumly & Associates
Illinois
$3.21M 41,528 -7,806 -16%
HCA
37
Heck Capital Advisors
Wisconsin
$3.13M 35,448 +296 +0.8%
RJA
38
Raymond James & Associates
Florida
$3.05M 34,510 +2,829 +9%
QAM
39
Q3 Asset Management
Michigan
$2.96M 33,554 +33,554 New
MCC
40
Money Concepts Capital
Florida
$2.87M 32,533 +32,533 New
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$2.87M 32,485 +32,485 New
DFG
42
Demars Financial Group
Washington
$2.66M 30,134 +1,012 +3%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.49M 28,157 +2,705 +11%
CFD
44
Creative Financial Designs
Indiana
$2.4M 27,126 +4,510 +20%
BFA
45
Beaumont Financial Advisors
Massachusetts
$2.38M 26,942 -2,622 -9%
MWM
46
Maltin Wealth Management
New Jersey
$2.37M 26,860 -4,242 -14%
SSWM
47
Smith Salley Wealth Management
North Carolina
$2.37M 26,835 +2,068 +8%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.26M 25,613 +1,116 +5%
Citadel Advisors
49
Citadel Advisors
Florida
$2.2M 24,930 +24,930 New
CCM
50
Cribstone Capital Management
Maine
$2.12M 23,952 -150 -0.6%
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