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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

230 hedge funds and large institutions have $997M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+32
Holders Change %
+16.16%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
53
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$218K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.6M
3
FFS
3
Fischer Financial Services
Pennsylvania
$13.7M
4
GA
4
Guerra Advisors
Florida
$9.92M
5
AWM
5
AE Wealth Management
Kansas
$56.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.19M
3
CFD
3
Creative Financial Designs
Indiana
$760K
4
BCM
4
Brookstone Capital Management
Illinois
$1.1M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
Sanctuary Advisors
Indiana
$2.07M 20,279 -282 -1%
CI
52
CX Institutional
Indiana
$1.94M 19,901 +646 +3%
Ameriprise
53
Ameriprise
Minnesota
$1.93M 19,848 -634 -3%
JWCA
54
J.W. Cole Advisors
Florida
$1.84M 18,907 -143 -0.8%
HCA
55
Heck Capital Advisors
Wisconsin
$1.84M 18,834 -75 -0.4%
LA
56
Lynch & Associates
Indiana
$1.74M 17,864 -554 -3%
Citigroup
57
Citigroup
New York
$1.73M 17,734 +2,132 +14%
KPWM
58
KDK Private Wealth Management
Texas
$1.62M 16,612 +16,612 New
RIA
59
Regal Investment Advisors
Michigan
$1.6M 16,367 +1,777 +12%
OPS
60
Orion Portfolio Solutions
Nebraska
$1.59M 16,358 +16,358 New
BCI
61
Brinker Capital Investments
Pennsylvania
$1.59M 16,358 +16,358 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.55M 15,936 -946 -6%
PFA
63
Pathway Financial Advisers
Indiana
$1.52M 15,576 +85 +0.5%
DC
64
Davenport & Co
Virginia
$1.49M 15,241 +1,402 +10%
AAS
65
Ameritas Advisory Services
Nebraska
$1.47M 15,043 +1,272 +9%
TCA
66
Transcend Capital Advisors
New Jersey
$1.41M 14,419 -251 -2%
EIP
67
Ellis Investment Partners
Pennsylvania
$1.37M 14,009 -1,223 -8%
SCA
68
Southern Capital Advisors
Tennessee
$1.33M 13,680 +22 +0.2%
AWS
69
Atria Wealth Solutions
New York
$1.33M 13,626 -4,807 -26%
ECA
70
Elevated Capital Advisors
Utah
$1.25M 12,779 +6,546 +105%
CWM
71
Congress Wealth Management
Massachusetts
$1.19M 12,161 +12,161 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$1.13M 11,556 +4,569 +65%
BCM
73
Brookstone Capital Management
Illinois
$1.1M 11,262 -38,646 -77%
FFA
74
Farther Finance Advisors
California
$1.09M 11,171 +1,638 +17%
Citadel Advisors
75
Citadel Advisors
Florida
$1.05M 10,818 +8,333 +335%
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