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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

191 hedge funds and large institutions have $488M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+26
Holders Change %
+15.76%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
54
Reduced
60
Closed
16
Calls
$308K
Puts
$8K
Net Calls
+$300K
Net Calls Change
-$322K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$98.7M
2
VC
2
Vicus Capital
Pennsylvania
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Lido Advisors
4
Lido Advisors
California
$97.4M
5
DWP
5
Destiny Wealth Partners
Florida
$8.68M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.86M
2
BCM
2
Beaumont Capital Management
Massachusetts
$4.49M
3
CW
3
Connectus Wealth
Ohio
$911K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
51
Heck Capital Advisors
Wisconsin
$1.51M 19,119 +19,119 New
RJA
52
Raymond James & Associates
Florida
$1.48M 18,704 -1,290 -6%
Wells Fargo
53
Wells Fargo
California
$1.44M 18,245 +1,909 +12%
Ameriprise
54
Ameriprise
Minnesota
$1.41M 17,854 -22,915 -56%
PFA
55
Pathway Financial Advisers
Indiana
$1.38M 17,436 -173 -1%
EIP
56
Ellis Investment Partners
Pennsylvania
$1.25M 15,852 +227 +1%
LA
57
Lynch & Associates
Indiana
$1.23M 15,636 +1,702 +12%
HAS
58
HBW Advisory Services
California
$1.22M 15,428 +15,428 New
VWM
59
VCI Wealth Management
Missouri
$1.16M 14,651 +14,651 New
AAS
60
Ameritas Advisory Services
Nebraska
$1.16M 14,448 -1,171 -7%
LA
61
Lifeworks Advisors
Michigan
$1.08M 13,665 -6,840 -33%
Citadel Advisors
62
Citadel Advisors
Florida
$1.05M 13,337 +12,476 +1,449%
CW
63
Connectus Wealth
Ohio
$911K 11,527 -65,359 -85%
SCA
64
Southern Capital Advisors
Tennessee
$903K 11,433 +1,748 +18%
Prudential Financial
65
Prudential Financial
New Jersey
$892K 11,297 +835 +8%
PCS
66
Personal CFO Solutions
New Jersey
$870K 11,014 -16,598 -60%
QAM
67
Q3 Asset Management
Michigan
$850K 10,768 +10,768 New
SWM
68
Spire Wealth Management
Virginia
$824K 10,655 -8 -0.1%
NA
69
NewEdge Advisors
Louisiana
$777K 9,846 -1,006 -9%
SFPG
70
Stonebridge Financial Planning Group
Florida
$733K 9,287 +1,040 +13%
SPC
71
Sigma Planning Corp
Michigan
$717K 9,086 -17,625 -66%
MCM
72
Magnolia Capital Management
New York
$711K 9,010 – –
AWM
73
Axxcess Wealth Management
California
$685K 8,682 -9,429 -52%
LFAS
74
Level Four Advisory Services
Texas
$661K 8,377 -100 -1%
MML Investors Services
75
MML Investors Services
Massachusetts
$661K 8,375 -2,288 -21%
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