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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

142 hedge funds and large institutions have $256M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
36
Reduced
54
Closed
19
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
-$383K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$9.01M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.76M
3
Jane Street
3
Jane Street
New York
$3.08M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.6M
5
AWS
5
Atria Wealth Solutions
New York
$4.1M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$427K
2
Prudential Financial
2
Prudential Financial
New Jersey
$296K
3
AWM
3
AE Wealth Management
Kansas
$1.92M
4
TRCT
4
Tower Research Capital (TRC)
New York
$405K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$361K
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$2.3M 37,712 -497 -1%
ECM
27
Exchange Capital Management
Michigan
$2.15M 35,327 -519 -1%
KAS
28
Kestra Advisory Services
Texas
$2.11M 34,682 -6,776 -16%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.06M 33,885 +12,986 +62%
TGAM
30
TBH Global Asset Management
Tennessee
$1.94M 31,792 +377 +1%
AWM
31
AE Wealth Management
Kansas
$1.92M 31,610 -35,312 -53%
SPC
32
Sigma Planning Corp
Michigan
$1.9M 31,234 -9,070 -23%
MWM
33
Maltin Wealth Management
New Jersey
$1.8M 29,578 +1,359 +5%
LNC
34
Lincoln National Corp
Pennsylvania
$1.77M 29,000 -1,612 -5%
Goldman Sachs
35
Goldman Sachs
New York
$1.63M 26,710 -8,519 -24%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.54M 25,227 -1,952 -7%
CCM
37
Cribstone Capital Management
Maine
$1.4M 23,058 -211 -0.9%
SSWM
38
Smith Salley Wealth Management
North Carolina
$1.37M 22,438 +720 +3%
PWM
39
Penobscot Wealth Management
Maine
$1.34M 21,968 +1,574 +8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.25M 20,595 -3,529 -15%
CW
41
Connectus Wealth
Ohio
$1.23M 20,138 +3,492 +21%
KPWS
42
Kestra Private Wealth Services
Texas
$1.19M 19,574 -89 -0.5%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.16M 18,997 +18,997 New
FTUS
44
Flow Traders U.S.
New York
$1.14M 18,719 -20,590 -52%
RJA
45
Raymond James & Associates
Florida
$1.1M 18,123 -3,821 -17%
JWCA
46
J.W. Cole Advisors
Florida
$1.07M 17,628 -272 -2%
LA
47
Lifeworks Advisors
Michigan
$1.06M 17,027 +3,889 +30%
AAS
48
Ameritas Advisory Services
Nebraska
$1.05M 17,281 -60 -0.3%
ASN
49
Advisory Services Network
Georgia
$998K 16,401 -3,909 -19%
BWM
50
Birchcreek Wealth Management
Ohio
$865K 14,209 -3,421 -19%
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