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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
33
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$187M
2
Truist Financial
2
Truist Financial
North Carolina
$12.3M
3
SIA
3
Soltis Investment Advisors
Utah
$5.16M
4
MWM
4
Maltin Wealth Management
New Jersey
$2.95M
5
FI
5
FormulaFolio Investments
Michigan
$24M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$17.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$69K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M
5
SW
5
SVB Wealth
Massachusetts
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CH
51
Canton Hathaway
Rhode Island
$595K 12,340 +1,503 +14%
SCA
52
Snowden Capital Advisors
New York
$584K 12,099 +54 +0.4%
RJA
53
Raymond James & Associates
Florida
$544K 11,278 -4,196 -27%
IAN
54
Integrated Advisors Network
Texas
$539K 11,180 +11,180 New
CTA
55
Colonial Trust Advisors
South Carolina
$513K 10,635 -67 -0.6%
UBS Group
56
UBS Group
Switzerland
$508K 10,525 +3,618 +52%
FVWA
57
Foster Victor Wealth Advisors
South Carolina
$497K 10,175 +2 +0%
DI
58
DFPG Investments
Utah
$462K 9,461 +794 +9%
Creative Planning
59
Creative Planning
Kansas
$368K 7,627 +300 +4%
LNC
60
Lincoln National Corp
Pennsylvania
$354K 7,336 -345 -4%
CFGS
61
Concourse Financial Group Securities
Alabama
$328K 6,807 +453 +7%
DY
62
Dowling & Yahnke
California
$325K 6,737 +6,737 New
WPP
63
Whalerock Point Partners
Rhode Island
$318K 6,595 -287 -4%
OC
64
Oppenheimer & Co
New York
$278K 5,765 -240 -4%
EIP
65
Ellis Investment Partners
Pennsylvania
$275K 5,638 +2,612 +86%
FWM
66
Foresight Wealth Management
Utah
$270K 5,600 – –
AA
67
Advisory Alpha
Michigan
$262K 5,341 +1,416 +36%
CS
68
Credit Suisse
Switzerland
$261K 5,403 -4,491 -45%
MA
69
Mutual Advisors
Nebraska
$252K 5,221 +5,221 New
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$211K 4,383 +9 +0.2%
CAN
71
Cetera Advisor Networks
California
$210K 4,344 -1,600 -27%
SSWG
72
Seven Springs Wealth Group
Tennessee
$208K 4,301 +4,301 New
GC
73
Grace Capital
Massachusetts
$171K 3,548 +3,548 New
HIA
74
Harbor Investment Advisory
Maryland
$165K 3,426 +3,426 New
KPCM
75
Kings Point Capital Management
New York
$145K 3,000 +3,000 New
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3
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