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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
28
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.56M
2
AM
2
AGF Management
Ontario, Canada
$14.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
Jane Street
4
Jane Street
New York
$2.04M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
51
Heck Capital Advisors
Wisconsin
$1.59M 19,286 +167 +0.9%
UBS Group
52
UBS Group
Switzerland
$1.53M 18,590 -1,580 -8%
Ameriprise
53
Ameriprise
Minnesota
$1.49M 18,097 +243 +1%
LA
54
Lynch & Associates
Indiana
$1.4M 16,936 +1,300 +8%
LA
55
Lifeworks Advisors
Michigan
$1.36M 16,453 +2,788 +20%
PFA
56
Pathway Financial Advisers
Indiana
$1.34M 16,209 -1,227 -7%
EIP
57
Ellis Investment Partners
Pennsylvania
$1.3M 15,818 -34 -0.2%
AAS
58
Ameritas Advisory Services
Nebraska
$1.24M 15,630 +1,182 +8%
HAS
59
HBW Advisory Services
California
$1.22M 15,428 – –
TCMP
60
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.15M 14,849 +14,849 New
SCA
61
Southern Capital Advisors
Tennessee
$1.06M 12,904 +1,471 +13%
SPC
62
Sigma Planning Corp
Michigan
$1.05M 12,725 +3,639 +40%
GCP
63
GSA Capital Partners
United Kingdom
$1.03M 12,510 +4,134 +49%
VWM
64
VCI Wealth Management
Missouri
$1.02M 12,328 -2,323 -16%
TCM
65
Triumph Capital Management
Colorado
$990K 12,088 +12,088 New
SCA
66
Snowden Capital Advisors
New York
$960K 11,638 +3,501 +43%
DC
67
Davenport & Co
Virginia
$867K 10,507 +3,583 +52%
SWM
68
Spire Wealth Management
Virginia
$835K 10,124 -531 -5%
RIA
69
Regal Investment Advisors
Michigan
$820K 9,937 +2,290 +30%
SFPG
70
Stonebridge Financial Planning Group
Florida
$803K 9,732 +445 +5%
NA
71
NewEdge Advisors
Louisiana
$799K 9,686 -160 -2%
PCS
72
Personal CFO Solutions
New Jersey
$746K 9,049 -1,965 -18%
MCM
73
Magnolia Capital Management
New York
$743K 9,010 – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$728K 8,816 +3,560 +68%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$693K 8,399 +570 +7%
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