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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

181 hedge funds and large institutions have $385M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 36 closing their positions.

Holders
181
Holders Change
-20
Holders Change %
-9.95%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
60
Reduced
68
Closed
36
Calls
$2.04M
Puts
–
Net Calls
+$2.04M
Net Calls Change
+$1.13M

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.53M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.2M
3
Lido Advisors
3
Lido Advisors
California
$80.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.47M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.75M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$5.31M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.24M
3
KAS
3
Kestra Advisory Services
Texas
$5.85M
4
SSIM
4
Sheets Smith Investment Management
Texas
$1.24M
5
Truist Financial
5
Truist Financial
North Carolina
$7.26M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$1.4M 17,675 +1,528 +9%
LNC
52
Lincoln National Corp
Pennsylvania
$1.32M 16,635 -39,338 -70%
PPA
53
Parametric Portfolio Associates
Washington
$1.26M 15,904 +685 +5%
SSIM
54
Sheets Smith Investment Management
Texas
$1.24M 15,717 -111,077 -88%
SWM
55
Spire Wealth Management
Virginia
$1.16M 14,651 -487 -3%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.12M 14,127 -34,513 -71%
CA
57
Crumly & Associates
Illinois
$1.08M 13,622 -27,906 -67%
NA
58
NewEdge Advisors
Louisiana
$973K 12,302 -4,134 -25%
LA
59
Lynch & Associates
Indiana
$946K 11,962 +312 +3%
EIP
60
Ellis Investment Partners
Pennsylvania
$936K 11,839 -3,497 -23%
FTUS
61
Flow Traders U.S.
New York
$866K 10,952 +10,952 New
LA
62
Lifeworks Advisors
Michigan
$851K 10,756 +4,079 +61%
UBS Group
63
UBS Group
Switzerland
$801K 10,123 -362 -3%
HCM
64
Hall Capital Management
Rhode Island
$752K 9,507 -1,180 -11%
WFA
65
WMG Financial Advisors
Tennessee
$717K 9,093 +705 +8%
LFAS
66
Level Four Advisory Services
Texas
$667K 8,436 +2,340 +38%
SW
67
SVB Wealth
Massachusetts
$618K 7,821 -910 -10%
PPW
68
Pinnacle Private Wealth
Massachusetts
$592K 7,484 -2,540 -25%
EH
69
Equitable Holdings
New York
$585K 7,402 -1,504 -17%
CAN
70
Cetera Advisor Networks
California
$583K 7,377 -557 -7%
NL
71
NWAM LLC
Washington
$554K 7,008 +2,037 +41%
WPP
72
Whalerock Point Partners
Rhode Island
$516K 6,531 +1 +0%
SCA
73
Snowden Capital Advisors
New York
$502K 6,359 +1,427 +29%
SIA
74
Soltis Investment Advisors
Utah
$501K 6,333 -2,164 -25%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$497K 6,279 +435 +7%
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