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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

146 hedge funds and large institutions have $265M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
45
Closed
18
Calls
$1.28M
Puts
$419K
Net Calls
+$864K
Net Calls Change
+$784K

Top Buyers

1
AWM
1
Aprio Wealth Management
Georgia
$6.41M
2
CW
2
Connectus Wealth
Ohio
$5.05M
3
Lido Advisors
3
Lido Advisors
California
$66.6M
4
AWM
4
AE Wealth Management
Kansas
$4.4M
5
YWM
5
Yoder Wealth Management
California
$2.08M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$82.6K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$575K
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$5.33M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Exchange Capital Management
Michigan
$2.3M 35,087 -159 -0.5%
YWM
27
Yoder Wealth Management
California
$2.08M 31,780 +31,780 New
Ameriprise
28
Ameriprise
Minnesota
$1.92M 29,328 +29,328 New
AM
29
AGF Management
Ontario, Canada
$1.88M 28,778 +11,269 +64%
MWM
30
Maltin Wealth Management
New Jersey
$1.88M 28,751 -1,698 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.86M 28,330 -10,604 -27%
SPC
32
Sigma Planning Corp
Michigan
$1.8M 27,437 +2,564 +10%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.79M 27,260 +27,195 +41,838%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.71M 26,133 +8,277 +46%
UBS Group
35
UBS Group
Switzerland
$1.7M 25,932 -2,495 -9%
PWM
36
Penobscot Wealth Management
Maine
$1.6M 24,363 +444 +2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.52M 23,195 +465 +2%
LNC
38
Lincoln National Corp
Pennsylvania
$1.46M 22,338 +4,724 +27%
Wells Fargo
39
Wells Fargo
California
$1.44M 22,066 -23,418 -51%
SSWM
40
Smith Salley Wealth Management
North Carolina
$1.44M 22,006 -1,122 -5%
Goldman Sachs
41
Goldman Sachs
New York
$1.44M 21,932 +759 +4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.4M 21,401 +951 +5%
KAS
43
Kestra Advisory Services
Texas
$1.27M 19,411 -15,047 -44%
KPWS
44
Kestra Private Wealth Services
Texas
$1.23M 18,796 -148 -0.8%
JWCA
45
J.W. Cole Advisors
Florida
$1.2M 18,359 +650 +4%
PFA
46
Pathway Financial Advisers
Indiana
$1.16M 17,764 -3,109 -15%
AAS
47
Ameritas Advisory Services
Nebraska
$1.15M 17,585 -14,478 -45%
CANY
48
Caxton Associates (New York)
New York
$1.01M 15,465 +15,465 New
LA
49
Lifeworks Advisors
Michigan
$969K 14,799 -2,714 -15%
NA
50
NewEdge Advisors
Louisiana
$931K 14,339 +4,174 +41%
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