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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.31M 45,241 +770 +2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.19M 43,564 -180 -0.4%
KAS
28
Kestra Advisory Services
Texas
$3.07M 41,861 +22,450 +116%
Ameriprise
29
Ameriprise
Minnesota
$2.73M 37,216 +7,888 +27%
AM
30
AGF Management
Ontario, Canada
$2.62M 35,747 +6,969 +24%
Jane Street
31
Jane Street
New York
$2.55M 34,783 +34,783 New
YWM
32
Yoder Wealth Management
California
$2.55M 34,722 +2,942 +9%
SIA
33
Soltis Investment Advisors
Utah
$2.52M 34,357 -1,001 -3%
ECM
34
Exchange Capital Management
Michigan
$2.46M 33,603 -1,484 -4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.3M 31,375 +4,115 +15%
PCS
36
Personal CFO Solutions
New Jersey
$2.19M 29,881 +29,881 New
MWM
37
Maltin Wealth Management
New Jersey
$2.11M 28,798 +47 +0.2%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.85M 25,257 +2,062 +9%
SPC
39
Sigma Planning Corp
Michigan
$1.84M 25,080 -2,357 -9%
PWM
40
Penobscot Wealth Management
Maine
$1.79M 24,436 +73 +0.3%
EWA
41
EP Wealth Advisors
California
$1.71M 800 -155,297 -99%
SSWM
42
Smith Salley Wealth Management
North Carolina
$1.7M 23,221 +1,215 +6%
AWM
43
Axxcess Wealth Management
California
$1.6M 21,789 +21,789 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.52M 20,707 -694 -3%
RJA
45
Raymond James & Associates
Florida
$1.49M 20,319 +16,991 +511%
KPWS
46
Kestra Private Wealth Services
Texas
$1.45M 19,771 +975 +5%
JWCA
47
J.W. Cole Advisors
Florida
$1.39M 19,007 +648 +4%
FIM
48
Freedom Investment Management
Connecticut
$1.38M 18,848 +18,848 New
MML Investors Services
49
MML Investors Services
Massachusetts
$1.24M 16,882 +6,632 +65%
UBS Group
50
UBS Group
Switzerland
$1.18M 16,073 -9,859 -38%
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