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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$30.8M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$8.48M
3
Bank of America
3
Bank of America
North Carolina
$18.9M
4
Lido Advisors
4
Lido Advisors
California
$104M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.45M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$0
2
DWP
2
Destiny Wealth Partners
Florida
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.63M 44,973 -38,375 -46%
ASN
27
Advisory Services Network
Georgia
$3.21M 39,566 +2,103 +6%
YWM
28
Yoder Wealth Management
California
$2.9M 35,837 +1,094 +3%
WA
29
Win Advisors
Florida
$2.77M 34,204 +34,204 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.71M 33,487 +3,627 +12%
PWM
31
Penobscot Wealth Management
Maine
$2.64M 31,798 +2,453 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.59M 32,014 -2,743 -8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.59M 31,986 +7,253 +29%
ECM
34
Exchange Capital Management
Michigan
$2.54M 31,349 -851 -3%
MWM
35
Maltin Wealth Management
New Jersey
$2.48M 30,587 +781 +3%
EWA
36
EP Wealth Advisors
California
$2.12M 26,192 +4,473 +21%
Jane Street
37
Jane Street
New York
$2.11M 26,009 +1,230 +5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.09M 25,830 -377 -1%
NA
39
NewEdge Advisors
Louisiana
$2.01M 24,849 +15,163 +157%
Wells Fargo
40
Wells Fargo
California
$1.98M 24,390 +727 +3%
SSWM
41
Smith Salley Wealth Management
North Carolina
$1.97M 24,331 +82 +0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.79M 22,101 +13,285 +151%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.79M 22,046 -33,100 -60%
AWS
44
Atria Wealth Solutions
New York
$1.76M 21,780 -5,713 -21%
UBS Group
45
UBS Group
Switzerland
$1.67M 20,626 +2,036 +11%
KPWS
46
Kestra Private Wealth Services
Texas
$1.65M 20,408 -239 -1%
JWCA
47
J.W. Cole Advisors
Florida
$1.61M 19,920 +42 +0.2%
CI
48
CX Institutional
Indiana
$1.59M 19,627 -3,468 -15%
Ameriprise
49
Ameriprise
Minnesota
$1.57M 19,261 +1,164 +6%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.56M 19,212 -6,310 -25%
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