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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

146 hedge funds and large institutions have $265M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
45
Closed
18
Calls
$1.28M
Puts
$419K
Net Calls
+$864K
Net Calls Change
+$784K

Top Buyers

1
AWM
1
Aprio Wealth Management
Georgia
$6.41M
2
CW
2
Connectus Wealth
Ohio
$5.05M
3
Lido Advisors
3
Lido Advisors
California
$66.6M
4
AWM
4
AE Wealth Management
Kansas
$4.4M
5
YWM
5
Yoder Wealth Management
California
$2.08M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$82.6K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$575K
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$5.33M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$922K 14,074 +64 +0.5%
CI
52
CX Institutional
Indiana
$824K 12,643 +12,643 New
LA
53
Lynch & Associates
Indiana
$809K 12,352 -772 -6%
EIP
54
Ellis Investment Partners
Pennsylvania
$796K 12,161 +596 +5%
BWM
55
Birchcreek Wealth Management
Ohio
$770K 11,759 -2,485 -17%
SWM
56
Spire Wealth Management
Virginia
$747K 11,405 +608 +6%
MML Investors Services
57
MML Investors Services
Massachusetts
$671K 10,250 -4,613 -31%
SCA
58
Southern Capital Advisors
Tennessee
$654K 9,991 -10 -0.1%
COCM
59
Charter Oak Capital Management
New Hampshire
$627K 9,575 +921 +11%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$622K 9,494 -8,980 -49%
CAN
61
Cetera Advisor Networks
California
$590K 9,017 -1,246 -12%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$575K 8,786 -53,675 -86%
LFAS
63
Level Four Advisory Services
Texas
$552K 8,427 -4 -0%
GCP
64
GSA Capital Partners
United Kingdom
$511K 7,808 +7,808 New
HCM
65
Hall Capital Management
Rhode Island
$480K 7,328 -273 -4%
IRC
66
Investors Research Corp
Georgia
$442K 6,748 +293 +5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$424K 6,483 -25,290 -80%
SCA
68
Snowden Capital Advisors
New York
$421K 6,435 +232 +4%
VNA
69
Valley National Advisers
Pennsylvania
$416K 6,413 +356 +6%
WIA
70
World Investment Advisors
California
$391K 5,965 -85 -1%
Creative Planning
71
Creative Planning
Kansas
$378K 5,775 +709 +14%
SW
72
SVB Wealth
Massachusetts
$359K 5,487 -1,087 -17%
Prudential Financial
73
Prudential Financial
New Jersey
$357K 5,444 -450 -8%
EFM
74
Eley Financial Management
Vermont
$332K 5,067 +32 +0.6%
DWM
75
Dakota Wealth Management
Florida
$331K 5,061 +251 +5%
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3
4 5