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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
28
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.56M
2
AM
2
AGF Management
Ontario, Canada
$14.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
Jane Street
4
Jane Street
New York
$2.04M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$4.18M 50,677 +270 +0.5%
KAS
27
Kestra Advisory Services
Texas
$3.93M 47,679 +6,442 +16%
BCM
28
Brookstone Capital Management
Illinois
$3.79M 45,924 +1,814 +4%
LNC
29
Lincoln National Corp
Pennsylvania
$3.49M 42,348 +4,872 +13%
ASN
30
Advisory Services Network
Georgia
$3.09M 37,463 +4,354 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.87M 34,757 -9,746 -22%
YWM
32
Yoder Wealth Management
California
$2.87M 34,743 -221 -0.6%
ECM
33
Exchange Capital Management
Michigan
$2.66M 32,200 -678 -2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.46M 29,860 +3,604 +14%
MWM
35
Maltin Wealth Management
New Jersey
$2.46M 29,806 +997 +3%
PWM
36
Penobscot Wealth Management
Maine
$2.42M 29,345 +5,436 +23%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.32M 28,088 +24,019 +590%
AWS
38
Atria Wealth Solutions
New York
$2.27M 27,493 -7,010 -20%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.16M 26,207 +1,160 +5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.11M 25,522 -6,152 -19%
Jane Street
41
Jane Street
New York
$2.04M 24,779 +24,779 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.04M 24,733 +24,733 New
SSWM
43
Smith Salley Wealth Management
North Carolina
$2M 24,249 +1,002 +4%
Wells Fargo
44
Wells Fargo
California
$1.95M 23,663 +5,418 +30%
CI
45
CX Institutional
Indiana
$1.9M 23,095 +466 +2%
CAN
46
Cetera Advisor Networks
California
$1.87M 22,698 +2,703 +14%
EWA
47
EP Wealth Advisors
California
$1.79M 21,719 -1,663 -7%
KPWS
48
Kestra Private Wealth Services
Texas
$1.7M 20,647 +705 +4%
JWCA
49
J.W. Cole Advisors
Florida
$1.64M 19,878 +614 +3%
RJA
50
Raymond James & Associates
Florida
$1.6M 19,413 +709 +4%
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