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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
–
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$36.2M
2
SSIM
2
Sheets Smith Investment Management
Texas
$8.5M
3
CA
3
Crumly & Associates
Illinois
$6.58M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.7M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$3.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$82.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$306K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.17M
4
KAS
4
Kestra Advisory Services
Texas
$4.5M
5
QAM
5
Q3 Asset Management
Michigan
$696K
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
76
Whalerock Point Partners
Rhode Island
$467K 6,528 +6,119 +1,496%
HCM
77
Hall Capital Management
Rhode Island
$463K 6,480 +6,480 New
DI
78
DFPG Investments
Utah
$446K 5,972 -2,596 -30%
SPFA
79
Summit Place Financial Advisors
New Jersey
$442K 6,175 -1,225 -17%
TC
80
TownSquare Capital
Utah
$407K 5,687 +5,687 New
SAM
81
Sequent Asset Management
Texas
$386K 5,397 +5,397 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$369K 5,165 -958 -16%
Fisher Asset Management
83
Fisher Asset Management
Washington
$362K 5,057 +761 +18%
Citadel Advisors
84
Citadel Advisors
Florida
$360K 5,033 -19,738 -80%
NL
85
NWAM LLC
Washington
$354K 4,951 +4,951 New
SIA
86
SkyView Investment Advisors
New Jersey
$347K 4,855 +4,855 New
MWM
87
Mission Wealth Management
California
$336K 4,700 +4,700 New
APA
88
American Portfolios Advisors
New York
$325K 4,546 +1,592 +54%
GGS
89
Galvin Gaustad & Stein
Arizona
$307K 4,300 +4,300 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$306K 4,278 -167,266 -98%
SWP
91
Stratos Wealth Partners
Ohio
$297K 4,160 -205 -5%
JWCA
92
J.W. Cole Advisors
Florida
$288K 4,024 -4,976 -55%
SBIA
93
Sheaff Brock Investment Advisors
Indiana
$286K 4,000 +4,000 New
Prudential Financial
94
Prudential Financial
New Jersey
$285K 3,989 +3,989 New
Belvedere Trading
95
Belvedere Trading
Illinois
$265K 3,701 +3,701 New
RRWA
96
Rainey & Randall Wealth Advisors
Florida
$261K 3,657 +338 +10%
LI
97
LVZ Inc
Michigan
$261K 3,650 +3,650 New
TCMP
98
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K 3,623 +3,623 New
HIA
99
Harbor Investment Advisory
Maryland
$234K 3,277 – –
SCA
100
Snowden Capital Advisors
New York
$217K 3,038 +3,038 New
2 3
4
5 6