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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.21M 38,934 +5,049 +15%
CFD
27
Creative Financial Designs
Indiana
$2.14M 37,826 +114 +0.3%
ECM
28
Exchange Capital Management
Michigan
$2M 35,246 -81 -0.2%
KAS
29
Kestra Advisory Services
Texas
$1.95M 34,458 -224 -0.6%
AAS
30
Ameritas Advisory Services
Nebraska
$1.82M 32,063 +14,782 +86%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.8M 31,773 +25,842 +436%
AWM
32
AE Wealth Management
Kansas
$1.74M 30,696 -914 -3%
MWM
33
Maltin Wealth Management
New Jersey
$1.73M 30,449 +871 +3%
UBS Group
34
UBS Group
Switzerland
$1.61M 28,427 +21,157 +291%
SPC
35
Sigma Planning Corp
Michigan
$1.41M 24,873 -6,361 -20%
PWM
36
Penobscot Wealth Management
Maine
$1.36M 23,919 +1,951 +9%
TRCT
37
Tower Research Capital (TRC)
New York
$1.33M 23,393 +16,729 +251%
CCM
38
Cribstone Capital Management
Maine
$1.31M 23,195 +137 +0.6%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.31M 23,128 +690 +3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.29M 22,730 -2,497 -10%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.23M 21,727 -24,547 -53%
Goldman Sachs
42
Goldman Sachs
New York
$1.2M 21,173 -5,537 -21%
PFA
43
Pathway Financial Advisers
Indiana
$1.18M 20,873 +20,873 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.16M 20,450 -145 -0.7%
KPWS
45
Kestra Private Wealth Services
Texas
$1.07M 18,944 -630 -3%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$1.05M 18,474 -523 -3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 17,856 +12,218 +217%
JWCA
48
J.W. Cole Advisors
Florida
$1M 17,709 +81 +0.5%
LNC
49
Lincoln National Corp
Pennsylvania
$998K 17,614 -11,386 -39%
LA
50
Lifeworks Advisors
Michigan
$993K 17,513 +486 +3%
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