FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

110 hedge funds and large institutions have $333M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
35
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.5M
3
HCM
3
Hilton Capital Management
New York
$10.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.46M
5
VC
5
Vicus Capital
Pennsylvania
$4.56M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$139M
2
KCM
2
Karp Capital Management
California
$0
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$776K
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$503K 9,677 -1,471 -13%
ASN
52
Advisory Services Network
Georgia
$425K 8,162 -10,555 -56%
MA
53
Mutual Advisors
Nebraska
$420K 8,080 +8,080 New
CFGS
54
Concourse Financial Group Securities
Alabama
$408K 7,832 +1,593 +26%
PCM
55
Penserra Capital Management
California
$398K 7,656 +7,656 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$381K 7,324 +7,324 New
CA
57
Crumly & Associates
Illinois
$346K 6,647 -1,394 -17%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$346K 6,641 +6,641 New
WPP
59
Whalerock Point Partners
Rhode Island
$343K 6,598 – –
BEI
60
Benjamin Edwards Inc
Missouri
$298K 5,731 +5,731 New
UBS Group
61
UBS Group
Switzerland
$287K 5,523 -673 -11%
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$286K 5,504 +5,504 New
FTUS
63
Flow Traders U.S.
New York
$257K 4,936 +4,936 New
Creative Planning
64
Creative Planning
Kansas
$236K 4,544 -1,243 -21%
SWP
65
Stratos Wealth Partners
Ohio
$229K 4,398 +4,398 New
Jane Street
66
Jane Street
New York
$215K 4,127 -4,716 -53%
HIA
67
Harbor Investment Advisory
Maryland
$173K 3,326 – –
KPCM
68
Kings Point Capital Management
New York
$156K 3,000 – –
CAN
69
Cetera Advisor Networks
California
$143K 2,754 +2,754 New
MHR
70
Matthew Hamilton Rosenberg
$138K 2,657 – –
GC
71
Grace Capital
Massachusetts
$137K 2,626 -922 -26%
GEA
72
Glen Eagle Advisors
New Jersey
$115K 2,202 +103 +5%
GWM
73
Geneos Wealth Management
Colorado
$107K 2,137 -121 -5%
Citigroup
74
Citigroup
New York
$104K 1,993 – –
PG
75
Proffitt & Goodson
Tennessee
$98K 1,878 +1,878 New
1 2
3
4 5