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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
51
Birchcreek Wealth Management
Ohio
$924K 12,101 +12,101 New
APA
52
Allegiant Private Advisors
Florida
$908K 11,900 +11,900 New
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$847K 11,101 +1,288 +13%
CH
54
Canton Hathaway
Rhode Island
$839K 10,995 – –
ASN
55
Advisory Services Network
Georgia
$838K 10,974 +2,604 +31%
PG
56
Prostatis Group
Maryland
$812K 10,637 -1,253 -11%
MA
57
Mutual Advisors
Nebraska
$810K 10,607 -19,473 -65%
EH
58
Equitable Holdings
New York
$782K 10,247 +570 +6%
NA
59
NewEdge Advisors
Louisiana
$735K 9,634 -2,561 -21%
SW
60
SVB Wealth
Massachusetts
$722K 9,461 -468 -5%
US Bancorp
61
US Bancorp
Minnesota
$716K 9,384 – –
IAN
62
Integrated Advisors Network
Texas
$687K 8,996 -1,305 -13%
GTAM
63
Global Trust Asset Management
Florida
$650K 8,519 -2,595 -23%
MFG
64
Monumental Financial Group
Maryland
$638K 8,351 +8,351 New
PPA
65
Parametric Portfolio Associates
Washington
$619K 8,109 +1,460 +22%
SIA
66
Soltis Investment Advisors
Utah
$602K 7,880 -1,144 -13%
Creative Planning
67
Creative Planning
Kansas
$502K 6,570 -1,045 -14%
WPP
68
Whalerock Point Partners
Rhode Island
$498K 6,528 – –
UBS Group
69
UBS Group
Switzerland
$491K 6,430 +3,828 +147%
Fisher Asset Management
70
Fisher Asset Management
Washington
$482K 6,312 +1,255 +25%
NL
71
NWAM LLC
Washington
$470K 6,163 +1,212 +24%
PP
72
Professional Planning
California
$470K 6,159 +3,125 +103%
SAM
73
Sequent Asset Management
Texas
$412K 5,397 – –
JWCA
74
J.W. Cole Advisors
Florida
$391K 5,115 +1,091 +27%
MWM
75
Mission Wealth Management
California
$383K 5,011 +311 +7%
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