FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
28
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.56M
2
AM
2
AGF Management
Ontario, Canada
$14.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
Jane Street
4
Jane Street
New York
$2.04M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
76
Charter Oak Capital Management
New Hampshire
$684K 8,299 +37 +0.4%
IRC
77
Investors Research Corp
Georgia
$669K 8,106 +558 +7%
LFAS
78
Level Four Advisory Services
Texas
$661K 8,377 – –
AWM
79
Axxcess Wealth Management
California
$643K 7,791 -891 -10%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$637K 7,729 +1,423 +23%
Citadel Advisors
81
Citadel Advisors
Florida
$635K 7,701 -5,636 -42%
SS
82
Sunbelt Securities
Texas
$611K 7,410 +376 +5%
WIA
83
World Investment Advisors
California
$604K 7,325 +1,320 +22%
DWM
84
Dakota Wealth Management
Florida
$598K 7,250 -466 -6%
SIA
85
Soltis Investment Advisors
Utah
$592K 7,180 +107 +2%
RSWM
86
Robertson Stephens Wealth Management
California
$592K 7,178 +7,178 New
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$536K 6,500 +824 +15%
MML Investors Services
88
MML Investors Services
Massachusetts
$532K 6,451 -1,924 -23%
HCM
89
Hall Capital Management
Rhode Island
$526K 6,373 – –
Renaissance Technologies
90
Renaissance Technologies
New York
$520K 6,300 +2,100 +50%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$492K 5,966 +704 +13%
Prudential Financial
92
Prudential Financial
New Jersey
$488K 5,913 -5,384 -48%
EFM
93
Eley Financial Management
Vermont
$486K 5,891 +173 +3%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$455K 5,520 +5,520 New
SWA
95
Stratos Wealth Advisors
Ohio
$430K 5,215 +463 +10%
NS
96
NBC Securities
Alabama
$426K 5,165 +1,580 +44%
CF
97
Centaurus Financial
California
$411K 4,981 -1,480 -23%
BRWA
98
B. Riley Wealth Advisors
Florida
$382K 5,468 -50 -0.9%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$376K 4,558 +4,558 New
Creative Planning
100
Creative Planning
Kansas
$370K 4,482 -181 -4%
2 3
4
5 6