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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

201 hedge funds and large institutions have $664M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+32
Holders Change %
+18.93%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
73
Reduced
41
Closed
15
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$500K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$185M
2
SSIM
2
Sheets Smith Investment Management
Texas
$11.2M
3
KAS
3
Kestra Advisory Services
Texas
$18.9M
4
ACA
4
Atlas Capital Advisors
Wyoming
$8.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.16M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
VC
2
Vicus Capital
Pennsylvania
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.29M
5
PFS
5
Prospera Financial Services
Texas
$235K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.9M 21,523 +2,122 +11%
KPWS
52
Kestra Private Wealth Services
Texas
$1.71M 19,324 +1,592 +9%
ERWM
53
Elk River Wealth Management
Colorado
$1.61M 18,230 -4,506 -20%
AAS
54
Ameritas Advisory Services
Nebraska
$1.58M 17,914 +17,914 New
NA
55
NewEdge Advisors
Louisiana
$1.45M 16,436 +16,436 New
JWCA
56
J.W. Cole Advisors
Florida
$1.43M 16,147 +16,147 New
ASN
57
Advisory Services Network
Georgia
$1.41M 15,936 +1,183 +8%
EIP
58
Ellis Investment Partners
Pennsylvania
$1.35M 15,336 +2,246 +17%
PPA
59
Parametric Portfolio Associates
Washington
$1.34M 15,219 +4,130 +37%
SWM
60
Spire Wealth Management
Virginia
$1.34M 15,138 +1,116 +8%
GTAM
61
Global Trust Asset Management
Florida
$1.31M 14,796 +2,213 +18%
TPA
62
Trivium Point Advisory
Connecticut
$1.26M 14,242 +14,242 New
SSW
63
Smith Shellnut Wilson
Mississippi
$1.13M 12,781 +12,781 New
BWM
64
Birchcreek Wealth Management
Ohio
$1.11M 12,527 +184 +1%
HAS
65
HBW Advisory Services
California
$1.07M 12,105 +12,105 New
LA
66
Lynch & Associates
Indiana
$1.03M 11,650 -1,015 -8%
HCM
67
Hall Capital Management
Rhode Island
$943K 10,687 +4,514 +73%
Goldman Sachs
68
Goldman Sachs
New York
$940K 10,653 – –
CH
69
Canton Hathaway
Rhode Island
$926K 10,495 – –
UBS Group
70
UBS Group
Switzerland
$926K 10,485 +268 +3%
PPW
71
Pinnacle Private Wealth
Massachusetts
$885K 10,024 +10,024 New
US Bancorp
72
US Bancorp
Minnesota
$835K 9,454 – –
EH
73
Equitable Holdings
New York
$786K 8,906 -486 -5%
SW
74
SVB Wealth
Massachusetts
$771K 8,731 -180 -2%
SIA
75
Soltis Investment Advisors
Utah
$750K 8,497 -2,188 -20%
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