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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
RBA
2
Richard Bernstein Advisors
New York
$88.3M
3
AM
3
AGF Management
Ontario, Canada
$32.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$462K
2
Citadel Advisors
2
Citadel Advisors
Florida
$220K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFPG
76
Stonebridge Financial Planning Group
Florida
$786K 8,887 -125 -1%
AWM
77
Axxcess Wealth Management
California
$770K 8,710 +830 +11%
Prudential Financial
78
Prudential Financial
New Jersey
$757K 8,562 +1,873 +28%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$737K 8,335 +45 +0.5%
COCM
80
Charter Oak Capital Management
New Hampshire
$716K 8,093 +286 +4%
SS
81
Sunbelt Securities
Texas
$711K 8,045 +576 +8%
SF
82
Summit Financial
New Jersey
$692K 7,824 +7,824 New
LFAS
83
Level Four Advisory Services
Texas
$682K 7,877 -330 -4%
MCM
84
Magnolia Capital Management
New York
$680K 7,685 -1,325 -15%
WIA
85
World Investment Advisors
California
$660K 7,458 +124 +2%
VWM
86
VCI Wealth Management
Missouri
$634K 7,174 -9,308 -56%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$630K 7,124 +1,078 +18%
SIA
88
Soltis Investment Advisors
Utah
$629K 7,115 -65 -0.9%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$618K 6,987 -39 -0.6%
ECA
90
Elevated Capital Advisors
Utah
$551K 6,233 +6,233 New
SWA
91
Stratos Wealth Advisors
Ohio
$541K 6,120 +506 +9%
PCH
92
PGIM Custom Harvest
New Jersey
$525K 5,932 +2,019 +52%
BRWA
93
B. Riley Wealth Advisors
Florida
$515K 5,901 -250 -4%
EFM
94
Eley Financial Management
Vermont
$507K 5,738 -31 -0.5%
NS
95
NBC Securities
Alabama
$490K 5,545 -151 -3%
RSWM
96
Robertson Stephens Wealth Management
California
$483K 5,458 -1,723 -24%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$483K 5,491 +1,937 +55%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$469K 5,305 +2,734 +106%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$462K 5,228 -78,827 -94%
CF
100
Centaurus Financial
California
$424K 4,794 +91 +2%
2 3
4
5 6