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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
76
World Investment Advisors
California
$343K 6,050 +35 +0.6%
Prudential Financial
77
Prudential Financial
New Jersey
$334K 5,894 +1,114 +23%
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$327K 5,772 +5,772 New
RJA
79
Raymond James & Associates
Florida
$300K 5,288 -12,835 -71%
Creative Planning
80
Creative Planning
Kansas
$287K 5,066 -543 -10%
EFM
81
Eley Financial Management
Vermont
$285K 5,035 +5,035 New
WPP
82
Whalerock Point Partners
Rhode Island
$281K 4,951 +1 +0%
DWM
83
Dakota Wealth Management
Florida
$273K 4,810 -70 -1%
CF
84
Centaurus Financial
California
$266K 4,698 +22 +0.5%
AA
85
Advisory Alpha
Michigan
$266K 4,689 +4,689 New
CA
86
Crumly & Associates
Illinois
$259K 4,563 -1,558 -25%
FTS
87
Fifth Third Securities
Ohio
$250K 4,405 -204 -4%
TRIA
88
Trail Ridge Investment Advisors
Colorado
$224K 3,956 +264 +7%
DI
89
DFPG Investments
Utah
$221K 3,629 +161 +5%
HIA
90
Harbor Investment Advisory
Maryland
$217K 3,827 -101 -3%
PA
91
PFG Advisors
Arizona
$212K 3,735 -244 -6%
HCM
92
Hilton Capital Management
New York
$201K 3,300 – –
MHR
93
Matthew Hamilton Rosenberg
$151K 2,657 – –
LFG
94
Larson Financial Group
Missouri
$113K 2,000 +2,000 New
GEA
95
Glen Eagle Advisors
New Jersey
$96.5K 1,702 – –
Franklin Resources
96
Franklin Resources
California
$89.7K 1,583 – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$88.7K 1,565 – –
SPIA
98
Steward Partners Investment Advisory
New York
$88.4K 1,559 – –
CTA
99
Colonial Trust Advisors
South Carolina
$73.5K 1,297 +1,297 New
PG
100
Proffitt & Goodson
Tennessee
$64.7K 1,141 – –
2 3
4
5 6