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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

166 hedge funds and large institutions have $403M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
63
Reduced
47
Closed
15
Calls
$422K
Puts
$414K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$41.2M
2
Lido Advisors
2
Lido Advisors
California
$58.7M
3
MFG
3
Monumental Financial Group
Maryland
$7.44M
4
MFM
4
Mirsky Financial Management
New York
$4.43M
5
APA
5
Allegiant Private Advisors
Florida
$4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$38.7M
2
Bank of America
2
Bank of America
North Carolina
$8.65M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.3M
5
CA
5
Crumly & Associates
Illinois
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
76
Whalerock Point Partners
Rhode Island
$529K 6,529 +1 +0%
HCM
77
Hall Capital Management
Rhode Island
$507K 6,258 +6,258 New
NL
78
NWAM LLC
Washington
$505K 6,229 +66 +1%
PP
79
Professional Planning
California
$480K 5,921 -238 -4%
SAM
80
Sequent Asset Management
Texas
$438K 5,397 – –
PA
81
PFG Advisors
Arizona
$426K 5,250 +429 +9%
Fisher Asset Management
82
Fisher Asset Management
Washington
$406K 5,002 -1,310 -21%
MWM
83
Mission Wealth Management
California
$406K 5,011 – –
WIA
84
World Investment Advisors
California
$399K 4,921 +399 +9%
SPFA
85
Summit Place Financial Advisors
New Jersey
$389K 4,800 – –
Creative Planning
86
Creative Planning
Kansas
$384K 4,739 -1,831 -28%
Prudential Financial
87
Prudential Financial
New Jersey
$380K 4,682 +1,865 +66%
SIA
88
SkyView Investment Advisors
New Jersey
$371K 4,855 – –
LFF
89
Level Four Financial
Texas
$369K 4,554 +4,554 New
SWP
90
Stratos Wealth Partners
Ohio
$344K 4,240 +190 +5%
CF
91
Centaurus Financial
California
$344K 4,241 +2,903 +217%
RRWA
92
Rainey & Randall Wealth Advisors
Florida
$343K 4,235 +2 +0%
DI
93
DFPG Investments
Utah
$342K 4,160 +128 +3%
TC
94
TownSquare Capital
Utah
$333K 4,050 +19 +0.5%
SCA
95
Snowden Capital Advisors
New York
$325K 4,010 +305 +8%
SBIA
96
Sheaff Brock Investment Advisors
Indiana
$324K 4,000 – –
JAWM
97
J. Arnold Wealth Management
Ohio
$313K 3,864 -299 -7%
RRCM
98
Rappaport Reiches Capital Management
Illinois
$307K 3,790 +3,790 New
SS
99
Sunbelt Securities
Texas
$297K 3,701 +1,023 +38%
GGS
100
Galvin Gaustad & Stein
Arizona
$296K 3,650 -650 -15%
2 3
4
5 6