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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
RBA
2
Richard Bernstein Advisors
New York
$88.3M
3
AM
3
AGF Management
Ontario, Canada
$32.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$462K
2
Citadel Advisors
2
Citadel Advisors
Florida
$220K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$4.37M 49,466 -1,608 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.85M 43,534 -1,439 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.78M 42,729 +20,628 +93%
YWM
29
Yoder Wealth Management
California
$3.36M 38,023 +2,186 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.3M 37,318 +5,304 +17%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.25M 36,799 +20,522 +126%
ASN
32
Advisory Services Network
Georgia
$3.21M 39,566 – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$3.14M 35,478 +1,991 +6%
PWM
34
Penobscot Wealth Management
Maine
$3.06M 34,605 +2,807 +9%
MWM
35
Maltin Wealth Management
New Jersey
$2.77M 31,285 +698 +2%
ECM
36
Exchange Capital Management
Michigan
$2.72M 30,782 -567 -2%
Jane Street
37
Jane Street
New York
$2.64M 29,805 +3,796 +15%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.63M 29,681 +3,851 +15%
Wells Fargo
39
Wells Fargo
California
$2.27M 25,648 +1,258 +5%
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.22M 25,082 +751 +3%
NA
41
NewEdge Advisors
Louisiana
$2.11M 23,906 -943 -4%
EWA
42
EP Wealth Advisors
California
$2M 22,609 -3,583 -14%
SA
43
Sanctuary Advisors
Indiana
$1.97M 20,561 +20,561 New
KPWS
44
Kestra Private Wealth Services
Texas
$1.95M 22,084 +1,676 +8%
Ameriprise
45
Ameriprise
Minnesota
$1.84M 20,482 +1,221 +6%
RJA
46
Raymond James & Associates
Florida
$1.73M 19,518 +566 +3%
LA
47
Lifeworks Advisors
Michigan
$1.71M 19,377 +4,313 +29%
CI
48
CX Institutional
Indiana
$1.7M 19,255 -372 -2%
JWCA
49
J.W. Cole Advisors
Florida
$1.68M 19,050 -870 -4%
UBS Group
50
UBS Group
Switzerland
$1.67M 18,912 -1,714 -8%
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