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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

169 hedge funds and large institutions have $412M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
51
Reduced
53
Closed
14
Calls
$409K
Puts
–
Net Calls
+$409K
Net Calls Change
+$401K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$71.5M
2
EF
2
Empowered Funds
Pennsylvania
$11.7M
3
Truist Financial
3
Truist Financial
North Carolina
$14.5M
4
VC
4
Vicus Capital
Pennsylvania
$8.32M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$9.08M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
QAM
3
Q3 Asset Management
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$20.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
76
Professional Planning
California
$453K 5,654 -267 -5%
NL
77
NWAM LLC
Washington
$445K 5,543 -686 -11%
SAM
78
Sequent Asset Management
Texas
$433K 5,397 – –
WIA
79
World Investment Advisors
California
$428K 5,336 +415 +8%
Creative Planning
80
Creative Planning
Kansas
$413K 5,146 +407 +9%
MWM
81
Mission Wealth Management
California
$402K 5,011 – –
CF
82
Centaurus Financial
California
$391K 4,874 +633 +15%
Prudential Financial
83
Prudential Financial
New Jersey
$386K 4,671 -11 -0.2%
LFF
84
Level Four Financial
Texas
$366K 4,554 – –
PA
85
PFG Advisors
Arizona
$361K 4,494 -756 -14%
SPFA
86
Summit Place Financial Advisors
New Jersey
$361K 4,500 -300 -6%
CFGS
87
Concourse Financial Group Securities
Alabama
$357K 4,452 -9,606 -68%
SCA
88
Snowden Capital Advisors
New York
$354K 4,409 +399 +10%
TRCT
89
Tower Research Capital (TRC)
New York
$346K 4,315 -3,030 -41%
SWP
90
Stratos Wealth Partners
Ohio
$344K 4,291 +51 +1%
RRWA
91
Rainey & Randall Wealth Advisors
Florida
$340K 4,235 – –
SBIA
92
Sheaff Brock Investment Advisors
Indiana
$321K 4,000 – –
RRCM
93
Rappaport Reiches Capital Management
Illinois
$305K 3,796 +6 +0.2%
SS
94
Sunbelt Securities
Texas
$297K 3,701 – –
DI
95
DFPG Investments
Utah
$291K 3,526 -634 -15%
TCMP
96
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K 3,623 – –
FEM
97
Fulcrum Equity Management
Texas
$273K 3,407 +3,407 New
PMG
98
ProVise Management Group
Florida
$271K 3,372 +3,372 New
TCM
99
Traynor Capital Management
Pennsylvania
$266K 3,320 -177 -5%
HCM
100
Hilton Capital Management
New York
$265K 3,300 – –
2 3
4
5 6