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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AM
51
AGF Management
Ontario, Canada
$992K 17,509 +17,509 New
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$944K 16,660 +16,660 New
TGAM
53
TBH Global Asset Management
Tennessee
$943K 16,631 -15,161 -48%
MML Investors Services
54
MML Investors Services
Massachusetts
$842K 14,863 +1,661 +13%
BWM
55
Birchcreek Wealth Management
Ohio
$807K 14,244 +35 +0.2%
ASN
56
Advisory Services Network
Georgia
$794K 14,010 -2,391 -15%
LA
57
Lynch & Associates
Indiana
$744K 13,124 +399 +3%
SFPG
58
Stonebridge Financial Planning Group
Florida
$674K 11,892 -404 -3%
EIP
59
Ellis Investment Partners
Pennsylvania
$655K 11,565 -785 -6%
SWM
60
Spire Wealth Management
Virginia
$612K 10,797 -156 -1%
CAN
61
Cetera Advisor Networks
California
$582K 10,263 +10 +0.1%
SCA
62
Southern Capital Advisors
Tennessee
$567K 10,001 -72 -0.7%
AWM
63
Avitas Wealth Management
California
$554K 9,776 +9,776 New
HCA
64
Heck Capital Advisors
Wisconsin
$530K 9,348 +69 +0.7%
COCM
65
Charter Oak Capital Management
New Hampshire
$491K 8,654 +1,112 +15%
LFAS
66
Level Four Advisory Services
Texas
$478K 8,431 +54 +0.6%
HCM
67
Hall Capital Management
Rhode Island
$431K 7,601 -1,105 -13%
NA
68
NewEdge Advisors
Louisiana
$425K 10,165 +3,471 +52%
Citigroup
69
Citigroup
New York
$397K 7,009 -105 -1%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$380K 6,713 +6,713 New
SW
71
SVB Wealth
Massachusetts
$373K 6,574 -15 -0.2%
VNA
72
Valley National Advisers
Pennsylvania
$368K 6,057 -271 -4%
IRC
73
Investors Research Corp
Georgia
$366K 6,455 +874 +16%
SIA
74
Soltis Investment Advisors
Utah
$359K 6,333 – –
SCA
75
Snowden Capital Advisors
New York
$352K 6,203 -554 -8%
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3
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