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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$1.17M 15,967 -1,618 -9%
EIP
52
Ellis Investment Partners
Pennsylvania
$1.15M 15,709 +3,548 +29%
CANY
53
Caxton Associates (New York)
New York
$1.13M 15,465 – –
Wells Fargo
54
Wells Fargo
California
$1.06M 14,488 -7,578 -34%
LA
55
Lifeworks Advisors
Michigan
$1.06M 14,427 -372 -3%
NA
56
NewEdge Advisors
Louisiana
$1.02M 13,975 -364 -3%
LNC
57
Lincoln National Corp
Pennsylvania
$985K 13,434 -8,904 -40%
LA
58
Lynch & Associates
Indiana
$975K 13,302 +950 +8%
SWM
59
Spire Wealth Management
Virginia
$854K 11,646 +241 +2%
Marshall Wace
60
Marshall Wace
United Kingdom
$854K 11,643 +11,643 New
ASN
61
Advisory Services Network
Georgia
$778K 10,607 -3,467 -25%
SCA
62
Southern Capital Advisors
Tennessee
$707K 9,638 -353 -4%
COCM
63
Charter Oak Capital Management
New Hampshire
$694K 9,469 -106 -1%
MCM
64
Magnolia Capital Management
New York
$661K 9,010 +8,815 +4,521%
BWM
65
Birchcreek Wealth Management
Ohio
$641K 8,745 -3,014 -26%
LFAS
66
Level Four Advisory Services
Texas
$622K 8,477 +50 +0.6%
CAN
67
Cetera Advisor Networks
California
$587K 8,001 -1,016 -11%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$576K 7,852 -1,642 -17%
SS
69
Sunbelt Securities
Texas
$553K 7,543 +5,607 +290%
Prudential Financial
70
Prudential Financial
New Jersey
$537K 7,330 +1,886 +35%
HCM
71
Hall Capital Management
Rhode Island
$537K 7,328 – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$531K 7,239 -31,223 -81%
SCA
73
Snowden Capital Advisors
New York
$509K 6,945 +510 +8%
IRC
74
Investors Research Corp
Georgia
$509K 6,945 +197 +3%
GCP
75
GSA Capital Partners
United Kingdom
$494K 6,731 -1,077 -14%
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