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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

191 hedge funds and large institutions have $488M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+26
Holders Change %
+15.76%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$98.7M
2
VC
2
Vicus Capital
Pennsylvania
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Lido Advisors
4
Lido Advisors
California
$97.4M
5
DWP
5
Destiny Wealth Partners
Florida
$8.68M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.86M
2
BCM
2
Beaumont Capital Management
Massachusetts
$4.49M
3
CW
3
Connectus Wealth
Ohio
$911K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.48M 44,110 -2,496 -5%
KAS
27
Kestra Advisory Services
Texas
$3.26M 41,237 +1,097 +3%
RWP
28
RWA Wealth Partners
Massachusetts
$3.2M 40,524 -10,097 -20%
LNC
29
Lincoln National Corp
Pennsylvania
$2.96M 37,476 +12,894 +52%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.78M 35,233 +1,501 +4%
YWM
31
Yoder Wealth Management
California
$2.76M 34,964 -347 -1%
AWS
32
Atria Wealth Solutions
New York
$2.72M 34,503 -19,802 -36%
ASN
33
Advisory Services Network
Georgia
$2.61M 33,109 +21,711 +190%
ECM
34
Exchange Capital Management
Michigan
$2.6M 32,878 -392 -1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.5M 31,674 -1,012 -3%
MWM
36
Maltin Wealth Management
New Jersey
$2.27M 28,809 -282 -1%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.12M 27,415 +27,415 New
OPS
38
Orion Portfolio Solutions
Nebraska
$2.12M 27,415 +27,415 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.07M 26,256 +2,965 +13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.98M 25,047 -6,343 -20%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$1.96M 24,859 +24,859 New
PWM
42
Penobscot Wealth Management
Maine
$1.89M 23,909 -277 -1%
EWA
43
EP Wealth Advisors
California
$1.85M 23,382 +56 +0.2%
SSWM
44
Smith Salley Wealth Management
North Carolina
$1.84M 23,247 +22 +0.1%
CI
45
CX Institutional
Indiana
$1.79M 22,629 +22,629 New
Marshall Wace
46
Marshall Wace
United Kingdom
$1.69M 21,372 +16,829 +370%
UBS Group
47
UBS Group
Switzerland
$1.59M 20,170 +2,777 +16%
CAN
48
Cetera Advisor Networks
California
$1.58M 19,995 +419 +2%
KPWS
49
Kestra Private Wealth Services
Texas
$1.57M 19,942 -174 -0.9%
JWCA
50
J.W. Cole Advisors
Florida
$1.52M 19,264 +1,153 +6%
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