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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
76
Dakota Wealth Management
Florida
$489K 6,671 +1,610 +32%
VNA
77
Valley National Advisers
Pennsylvania
$469K 6,385 -28 -0.4%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$467K 6,358 -125 -2%
WIA
79
World Investment Advisors
California
$449K 6,118 +153 +3%
EFM
80
Eley Financial Management
Vermont
$427K 5,825 +758 +15%
FTS
81
Fifth Third Securities
Ohio
$418K 5,695 +1,255 +28%
Creative Planning
82
Creative Planning
Kansas
$415K 5,664 -111 -2%
SFPG
83
Stonebridge Financial Planning Group
Florida
$399K 5,442 +2,265 +71%
ATC
84
Argent Trust Co
Tennessee
$386K 5,267 +5,267 New
SW
85
SVB Wealth
Massachusetts
$361K 4,921 -566 -10%
WPP
86
Whalerock Point Partners
Rhode Island
$313K 4,272 +1 +0%
TRIA
87
Trail Ridge Investment Advisors
Colorado
$313K 4,263 -312 -7%
CA
88
Crumly & Associates
Illinois
$309K 4,216 -347 -8%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$305K 4,165 -4,621 -53%
CI
90
CX Institutional
Indiana
$302K 4,119 -8,524 -67%
NL
91
NWAM LLC
Washington
$296K 4,032 +293 +8%
BRWA
92
B. Riley Wealth Advisors
Florida
$289K 3,945 +3,945 New
CF
93
Centaurus Financial
California
$289K 3,941 -1,085 -22%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$283K 3,860 -22,273 -85%
HIA
95
Harbor Investment Advisory
Maryland
$281K 3,827 – –
PA
96
PFG Advisors
Arizona
$242K 3,302 -364 -10%
HCM
97
Hilton Capital Management
New York
$242K 3,300 +3,300 New
RWA
98
River Wealth Advisors
Pennsylvania
$232K 3,169 -185 -6%
AA
99
Advisory Alpha
Michigan
$201K 2,739 -2,024 -42%
MHR
100
Matthew Hamilton Rosenberg
$195K 2,658 +1 +0%
2 3
4
5 6