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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
–
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$36.2M
2
SSIM
2
Sheets Smith Investment Management
Texas
$8.5M
3
CA
3
Crumly & Associates
Illinois
$6.58M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.7M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$3.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$82.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$306K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.17M
4
KAS
4
Kestra Advisory Services
Texas
$4.5M
5
QAM
5
Q3 Asset Management
Michigan
$696K
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
51
Ellis Investment Partners
Pennsylvania
$976K 13,655 +5,073 +59%
SSWM
52
Smith Salley Wealth Management
North Carolina
$968K 13,541 +347 +3%
CFD
53
Creative Financial Designs
Indiana
$884K 12,365 +12,115 +4,846%
NA
54
NewEdge Advisors
Louisiana
$872K 12,195 +6,354 +109%
PG
55
Prostatis Group
Maryland
$850K 11,890 +11,890 New
GTAM
56
Global Trust Asset Management
Florida
$795K 11,114 +807 +8%
CH
57
Canton Hathaway
Rhode Island
$786K 10,995 +200 +2%
CFGS
58
Concourse Financial Group Securities
Alabama
$741K 10,361 +1,171 +13%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$738K 10,326 -901 -8%
IAN
60
Integrated Advisors Network
Texas
$737K 10,301 -1,599 -13%
CAAS
61
Capital Asset Advisory Services
Michigan
$731K 10,227 -800 -7%
SW
62
SVB Wealth
Massachusetts
$710K 9,929 -3,418 -26%
MAFM
63
Mid Atlantic Financial Management
Pennsylvania
$702K 9,813 +1,375 +16%
QAM
64
Q3 Asset Management
Michigan
$696K 11,191 -28,790 -72%
EH
65
Equitable Holdings
New York
$692K 9,677 +643 +7%
US Bancorp
66
US Bancorp
Minnesota
$671K 9,384 +9,384 New
BEI
67
Benjamin Edwards Inc
Missouri
$650K 9,091 -1,001 -10%
SIA
68
Soltis Investment Advisors
Utah
$645K 9,024 +1,260 +16%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
– – – –
Wolverine Trading
70
Wolverine Trading
Illinois
$640K 8,941 +3,532 +65%
ASN
71
Advisory Services Network
Georgia
$598K 8,370 +287 +4%
Creative Planning
72
Creative Planning
Kansas
$544K 7,615 +3,620 +91%
PAG
73
Private Advisor Group
New Jersey
$511K 7,150 +7,150 New
JAWM
74
J. Arnold Wealth Management
Ohio
$510K 7,134 +7,134 New
PPA
75
Parametric Portfolio Associates
Washington
$475K 6,649 +2,729 +70%
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