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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

230 hedge funds and large institutions have $997M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+32
Holders Change %
+16.16%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
53
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$218K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.6M
3
FFS
3
Fischer Financial Services
Pennsylvania
$13.7M
4
GA
4
Guerra Advisors
Florida
$9.92M
5
AWM
5
AE Wealth Management
Kansas
$56.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.19M
3
CFD
3
Creative Financial Designs
Indiana
$760K
4
BCM
4
Brookstone Capital Management
Illinois
$1.1M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$5.22M 53,562 -359 -0.7%
KIA
27
KCM Investment Advisors
California
$4.94M 50,677 – –
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.87M 50,000 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.57M 46,881 +4,152 +10%
ASN
30
Advisory Services Network
Georgia
$4.48M 46,015 +6,449 +16%
AssetMark Inc
31
AssetMark Inc
California
$4.39M 45,005 +28,608 +174%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.2M 43,138 -396 -0.9%
YWM
33
Yoder Wealth Management
California
$3.88M 39,834 +1,811 +5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.73M 38,241 +2,763 +8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.55M 36,430 -888 -2%
PWM
36
Penobscot Wealth Management
Maine
$3.48M 35,710 +1,105 +3%
GWA
37
GGM Wealth Advisors
Maryland
$3.22M 33,057 +33,057 New
MWM
38
Maltin Wealth Management
New Jersey
$3.04M 31,193 -92 -0.3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.9M 29,705 +24 +0.1%
ECM
40
Exchange Capital Management
Michigan
$2.89M 29,648 -1,134 -4%
Raymond James Financial
41
Raymond James Financial
Florida
$2.66M 27,251 +27,251 New
Wells Fargo
42
Wells Fargo
California
$2.64M 27,123 +1,475 +6%
SPC
43
Sigma Planning Corp
Michigan
$2.6M 26,679 +15,553 +140%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.58M 26,440 +26,440 New
LA
45
Lifeworks Advisors
Michigan
$2.4M 24,656 +5,279 +27%
SSWM
46
Smith Salley Wealth Management
North Carolina
$2.32M 23,781 -1,301 -5%
UBS Group
47
UBS Group
Switzerland
$2.2M 22,547 +3,635 +19%
KPWS
48
Kestra Private Wealth Services
Texas
$2.16M 22,181 +97 +0.4%
EWA
49
EP Wealth Advisors
California
$2.15M 22,056 -553 -2%
NA
50
NewEdge Advisors
Louisiana
$2.07M 21,213 -2,693 -11%
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