FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

230 hedge funds and large institutions have $997M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+32
Holders Change %
+16.16%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
53
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$218K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.6M
3
FFS
3
Fischer Financial Services
Pennsylvania
$13.7M
4
GA
4
Guerra Advisors
Florida
$9.92M
5
AWM
5
AE Wealth Management
Kansas
$56.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.19M
3
CFD
3
Creative Financial Designs
Indiana
$760K
4
BCM
4
Brookstone Capital Management
Illinois
$1.1M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$1.02M 10,498 -388 -4%
PCS
77
Personal CFO Solutions
New Jersey
$1.02M 10,462 +476 +5%
QAM
78
Q3 Asset Management
Michigan
$1.01M 10,346 +10,346 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$995K 10,214 -2,718 -21%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$988K 10,134 +597 +6%
IRC
81
Investors Research Corp
Georgia
$942K 9,669 +496 +5%
SWM
82
Spire Wealth Management
Virginia
$887K 9,101 -25 -0.3%
MWM
83
Meridian Wealth Management
Kentucky
$870K 8,927 -2,278 -20%
AWM
84
Axxcess Wealth Management
California
$870K 8,927 +217 +2%
AI
85
Atria Investments
North Carolina
$869K 8,920 -1,705 -16%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$833K 8,548 +8,548 New
SS
87
Sunbelt Securities
Texas
$818K 8,323 +278 +3%
MML Investors Services
88
MML Investors Services
Massachusetts
$814K 8,349 -948 -10%
SFPG
89
Stonebridge Financial Planning Group
Florida
$810K 8,312 -575 -6%
VWM
90
VCI Wealth Management
Missouri
$788K 8,090 +916 +13%
JSAM
91
J. Safra Asset Management
New York
$782K 7,948 +6,604 +491%
LFAS
92
Level Four Advisory Services
Texas
$768K 7,877 – –
COCM
93
Charter Oak Capital Management
New Hampshire
$766K 7,855 -238 -3%
SF
94
Summit Financial
New Jersey
$764K 7,841 +17 +0.2%
CFD
95
Creative Financial Designs
Indiana
$760K 7,796 -59,575 -88%
MCM
96
Magnolia Capital Management
New York
$749K 7,685 – –
WIA
97
World Investment Advisors
California
$732K 7,510 +52 +0.7%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$701K 7,188 +64 +0.9%
SIA
99
Soltis Investment Advisors
Utah
$699K 7,177 +62 +0.9%
HCM
100
Hilton Capital Management
New York
$679K 6,971 +2,807 +67%
2 3
4
5 6