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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

169 hedge funds and large institutions have $412M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
51
Reduced
53
Closed
14
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
+$401K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$71.5M
2
EF
2
Empowered Funds
Pennsylvania
$11.7M
3
Truist Financial
3
Truist Financial
North Carolina
$14.5M
4
VC
4
Vicus Capital
Pennsylvania
$8.32M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$9.08M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
QAM
3
Q3 Asset Management
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$20.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.32M 16,437 -2,936 -15%
ASN
52
Advisory Services Network
Georgia
$1.18M 14,753 +1,357 +10%
SWM
53
Spire Wealth Management
Virginia
$1.13M 14,022 +629 +5%
EIP
54
Ellis Investment Partners
Pennsylvania
$1.05M 13,090 -30 -0.2%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$1.05M 13,045 +901 +7%
LA
56
Lynch & Associates
Indiana
$1.02M 12,665 -1,032 -8%
GTAM
57
Global Trust Asset Management
Florida
$1.01M 12,583 +1,407 +13%
BWM
58
Birchcreek Wealth Management
Ohio
$991K 12,343 +71 +0.6%
PPA
59
Parametric Portfolio Associates
Washington
$890K 11,089 +2,062 +23%
SIA
60
Soltis Investment Advisors
Utah
$858K 10,685 +709 +7%
Goldman Sachs
61
Goldman Sachs
New York
$855K 10,653 +604 +6%
CH
62
Canton Hathaway
Rhode Island
$842K 10,495 – –
UBS Group
63
UBS Group
Switzerland
$820K 10,217 +1,939 +23%
US Bancorp
64
US Bancorp
Minnesota
$759K 9,454 -15 -0.2%
EH
65
Equitable Holdings
New York
$754K 9,392 -375 -4%
PG
66
Prostatis Group
Maryland
$744K 9,266 -366 -4%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$720K 8,966 -4,766 -35%
SW
68
SVB Wealth
Massachusetts
$715K 8,911 – –
CAN
69
Cetera Advisor Networks
California
$707K 8,810 +975 +12%
Renaissance Technologies
70
Renaissance Technologies
New York
$690K 8,600 +880 +11%
AA
71
Advisory Alpha
Michigan
$659K 8,213 +8,213 New
MA
72
Mutual Advisors
Nebraska
$557K 6,942 -16,425 -70%
Fisher Asset Management
73
Fisher Asset Management
Washington
$533K 6,644 +1,642 +33%
WPP
74
Whalerock Point Partners
Rhode Island
$524K 6,529 – –
HCM
75
Hall Capital Management
Rhode Island
$496K 6,173 -85 -1%
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