FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.12M 46,606 +1,365 +3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.99M 42,740 -824 -2%
Ameriprise
28
Ameriprise
Minnesota
$2.85M 40,769 +3,553 +10%
KAS
29
Kestra Advisory Services
Texas
$2.8M 40,140 -1,721 -4%
YWM
30
Yoder Wealth Management
California
$2.47M 35,311 +589 +2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.36M 33,732 +26,493 +366%
ECM
32
Exchange Capital Management
Michigan
$2.32M 33,270 -333 -1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.28M 32,686 +1,311 +4%
SIA
34
Soltis Investment Advisors
Utah
$2.2M 31,421 -2,936 -9%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.19M 31,390 +10,683 +52%
MWM
36
Maltin Wealth Management
New Jersey
$2.03M 29,091 +293 +1%
PCS
37
Personal CFO Solutions
New Jersey
$1.93M 27,612 -2,269 -8%
SPC
38
Sigma Planning Corp
Michigan
$1.87M 26,711 +1,631 +7%
LNC
39
Lincoln National Corp
Pennsylvania
$1.72M 24,582 +11,148 +83%
PWM
40
Penobscot Wealth Management
Maine
$1.69M 24,186 -250 -1%
EWA
41
EP Wealth Advisors
California
$1.63M 23,326 +22,526 +2,816%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.63M 23,291 -1,966 -8%
SSWM
43
Smith Salley Wealth Management
North Carolina
$1.62M 23,225 +4 +0%
LA
44
Lifeworks Advisors
Michigan
$1.43M 20,505 +6,078 +42%
KPWS
45
Kestra Private Wealth Services
Texas
$1.41M 20,116 +345 +2%
RJA
46
Raymond James & Associates
Florida
$1.4M 19,994 -325 -2%
CAN
47
Cetera Advisor Networks
California
$1.37M 19,576 +11,575 +145%
AWM
48
Axxcess Wealth Management
California
$1.27M 18,111 -3,678 -17%
JWCA
49
J.W. Cole Advisors
Florida
$1.27M 18,111 -896 -5%
FIM
50
Freedom Investment Management
Connecticut
$1.26M 18,016 -832 -4%
1
2
3 4 5