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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
51
Pathway Financial Advisers
Indiana
$1.23M 17,609 +17,609 New
UBS Group
52
UBS Group
Switzerland
$1.22M 17,393 +1,320 +8%
Wells Fargo
53
Wells Fargo
California
$1.14M 16,336 +1,848 +13%
EIP
54
Ellis Investment Partners
Pennsylvania
$1.09M 15,625 -84 -0.5%
CANY
55
Caxton Associates (New York)
New York
$1.08M 15,465 – –
AAS
56
Ameritas Advisory Services
Nebraska
$1.07M 15,619 -348 -2%
LA
57
Lynch & Associates
Indiana
$973K 13,934 +632 +5%
ASN
58
Advisory Services Network
Georgia
$796K 11,398 +791 +7%
NA
59
NewEdge Advisors
Louisiana
$758K 10,852 -3,123 -22%
MML Investors Services
60
MML Investors Services
Massachusetts
$745K 10,663 -6,219 -37%
SWM
61
Spire Wealth Management
Virginia
$745K 10,663 -983 -8%
Prudential Financial
62
Prudential Financial
New Jersey
$731K 10,462 +3,132 +43%
SCA
63
Southern Capital Advisors
Tennessee
$677K 9,685 +47 +0.5%
MCM
64
Magnolia Capital Management
New York
$629K 9,010 – –
COCM
65
Charter Oak Capital Management
New Hampshire
$618K 8,845 -624 -7%
RIA
66
Regal Investment Advisors
Michigan
$595K 8,517 +8,517 New
LFAS
67
Level Four Advisory Services
Texas
$592K 8,477 – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$591K 8,459 +2,101 +33%
SFPG
69
Stonebridge Financial Planning Group
Florida
$576K 8,247 +2,805 +52%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$568K 8,124 +272 +3%
GCP
71
GSA Capital Partners
United Kingdom
$530K 7,587 +856 +13%
SS
72
Sunbelt Securities
Texas
$504K 7,210 -333 -4%
HCM
73
Hall Capital Management
Rhode Island
$497K 7,121 -207 -3%
IRC
74
Investors Research Corp
Georgia
$495K 7,082 +137 +2%
SCA
75
Snowden Capital Advisors
New York
$481K 6,889 -56 -0.8%
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