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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
RBA
2
Richard Bernstein Advisors
New York
$88.3M
3
AM
3
AGF Management
Ontario, Canada
$32.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$462K
2
Citadel Advisors
2
Citadel Advisors
Florida
$220K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
51
Heck Capital Advisors
Wisconsin
$1.67M 18,909 +84 +0.4%
AWS
52
Atria Wealth Solutions
New York
$1.63M 18,433 -3,347 -15%
LA
53
Lynch & Associates
Indiana
$1.63M 18,418 +944 +5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.49M 16,882 -2,330 -12%
AssetMark Inc
55
AssetMark Inc
California
$1.45M 16,397 +16,387 +163,870%
Citigroup
56
Citigroup
New York
$1.38M 15,602 +5,104 +49%
PFA
57
Pathway Financial Advisers
Indiana
$1.37M 15,491 -581 -4%
EIP
58
Ellis Investment Partners
Pennsylvania
$1.35M 15,232 -484 -3%
TCA
59
Transcend Capital Advisors
New Jersey
$1.3M 14,670 +14,670 New
RIA
60
Regal Investment Advisors
Michigan
$1.29M 14,590 +2,821 +24%
DC
61
Davenport & Co
Virginia
$1.22M 13,839 +1,695 +14%
AAS
62
Ameritas Advisory Services
Nebraska
$1.22M 13,771 -848 -6%
SCA
63
Southern Capital Advisors
Tennessee
$1.21M 13,658 +73 +0.5%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.14M 12,932 +12,932 New
MWM
65
Meridian Wealth Management
Kentucky
$991K 11,205 +11,205 New
SPC
66
Sigma Planning Corp
Michigan
$984K 11,126 -352 -3%
BOSSRA
67
B.O.S.S. Retirement Advisors
Utah
$984K 11,124 +3,209 +41%
SCA
68
Snowden Capital Advisors
New York
$963K 10,886 -1,053 -9%
AI
69
Atria Investments
North Carolina
$940K 10,625 +10,625 New
PCS
70
Personal CFO Solutions
New Jersey
$883K 9,986 +1,132 +13%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$843K 9,537 +1,743 +22%
FFA
72
Farther Finance Advisors
California
$843K 9,533 +9,521 +79,342%
MML Investors Services
73
MML Investors Services
Massachusetts
$822K 9,297 +4,582 +97%
IRC
74
Investors Research Corp
Georgia
$811K 9,173 +506 +6%
SWM
75
Spire Wealth Management
Virginia
$807K 9,126 -905 -9%
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3
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