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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
76
Dakota Wealth Management
Florida
$480K 6,871 +200 +3%
CF
77
Centaurus Financial
California
$461K 6,606 +2,665 +68%
Jane Street
78
Jane Street
New York
$444K 6,360 -28,423 -82%
VNA
79
Valley National Advisers
Pennsylvania
$437K 6,246 -139 -2%
WIA
80
World Investment Advisors
California
$427K 6,119 +1 +0%
NL
81
NWAM LLC
Washington
$413K 5,918 +1,886 +47%
EFM
82
Eley Financial Management
Vermont
$402K 5,781 -44 -0.8%
FTS
83
Fifth Third Securities
Ohio
$398K 5,695 – –
BRWA
84
B. Riley Wealth Advisors
Florida
$382K 5,468 +1,523 +39%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$349K 5,002 +5,002 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$336K 4,808 +948 +25%
SW
87
SVB Wealth
Massachusetts
$333K 4,764 -157 -3%
GWM
88
Geneos Wealth Management
Colorado
$320K 4,574 +4,574 New
Marshall Wace
89
Marshall Wace
United Kingdom
$317K 4,543 -7,100 -61%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$303K 4,339 +174 +4%
WPP
91
Whalerock Point Partners
Rhode Island
$299K 4,273 +1 +0%
TRCT
92
Tower Research Capital (TRC)
New York
$296K 4,233 +4,047 +2,176%
CA
93
Crumly & Associates
Illinois
$295K 4,216 – –
Creative Planning
94
Creative Planning
Kansas
$286K 4,098 -1,566 -28%
BWM
95
Birchcreek Wealth Management
Ohio
$282K 4,032 -4,713 -54%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$274K 3,917 +3,917 New
HIA
97
Harbor Investment Advisory
Maryland
$267K 3,828 +1 +0%
DC
98
Davenport & Co
Virginia
$251K 3,587 +3,587 New
PA
99
PFG Advisors
Arizona
$231K 3,304 +2 +0.1%
HCM
100
Hilton Capital Management
New York
$231K 3,300 – –
2 3
4
5 6