FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
76
SkyView Investment Advisors
New Jersey
$371K 4,855 – –
PA
77
PFG Advisors
Arizona
$368K 4,821 +4,821 New
SPFA
78
Summit Place Financial Advisors
New Jersey
$366K 4,800 -1,375 -22%
WIA
79
World Investment Advisors
California
$345K 4,522 +4,522 New
GGS
80
Galvin Gaustad & Stein
Arizona
$328K 4,300 – –
RRWA
81
Rainey & Randall Wealth Advisors
Florida
$323K 4,233 +576 +16%
DI
82
DFPG Investments
Utah
$316K 4,032 -1,940 -32%
JAWM
83
J. Arnold Wealth Management
Ohio
$315K 4,163 -2,971 -42%
SWP
84
Stratos Wealth Partners
Ohio
$309K 4,050 -110 -3%
TC
85
TownSquare Capital
Utah
$308K 4,031 -1,656 -29%
SBIA
86
Sheaff Brock Investment Advisors
Indiana
$305K 4,000 – –
CAN
87
Cetera Advisor Networks
California
$297K 3,893 +3,893 New
SCA
88
Snowden Capital Advisors
New York
$283K 3,705 +667 +22%
TCMP
89
Thrive Capital Management (Pennsylvania)
Pennsylvania
$277K 3,623 – –
Deutsche Bank
90
Deutsche Bank
Germany
$277K 3,631 +3,631 New
ERWM
91
Elk River Wealth Management
Colorado
$275K 3,600 -11,061 -75%
HIA
92
Harbor Investment Advisory
Maryland
$250K 3,277 – –
TCM
93
Traynor Capital Management
Pennsylvania
$250K 3,286 +3,286 New
KPCM
94
Kings Point Capital Management
New York
$229K 3,000 – –
PAG
95
Pinnacle Advisory Group
Maryland
$228K 2,986 +2,986 New
SHIM
96
Stone House Investment Management
Pennsylvania
$216K 3,024 – –
Prudential Financial
97
Prudential Financial
New Jersey
$215K 2,817 -1,172 -29%
CPA
98
Court Place Advisors
Maryland
$211K 2,765 +2,765 New
MFM
99
Mirsky Financial Management
New York
$211K 2,767 +2,767 New
GD
100
Grandfield & Dodd
New York
$210K 2,799 +2,799 New
2 3
4
5 6