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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

110 hedge funds and large institutions have $333M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
35
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.5M
3
HCM
3
Hilton Capital Management
New York
$10.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.46M
5
VC
5
Vicus Capital
Pennsylvania
$4.56M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$139M
2
KCM
2
Karp Capital Management
California
$0
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$776K
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EW
101
Element Wealth
Mississippi
$10K 183 – –
AIC
102
Archer Investment Corporation
Indiana
$9.05K 174 – –
OPS
103
Orion Portfolio Solutions
Nebraska
$9K 170 +156 +1,114%
GFPC
104
Global Financial Private Client
Florida
$7.93K 150 -98 -40%
IRC
105
Investors Research Corp
Georgia
$6K 114 +23 +25%
WEC
106
Winslow Evans & Crocker
Massachusetts
$4K 75 -1 -1%
TFA
107
Toth Financial Advisory
Virginia
$4K 81 +81 New
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$2K 42 – –
IF
109
Ironwood Financial
Arizona
$2K 46 +46 New
KCM
110
Karp Capital Management
California
– – -122,683 Closed
SPL
111
Smart Portfolios LLC
Washington
– – -72,257 Closed
SWM
112
Strategic Wealth Management
Washington
– – -53,167 Closed
BCM
113
Beck Capital Management
Texas
– – -33,086 Closed
TRCT
114
Tower Research Capital (TRC)
New York
– – -27,655 Closed
BFPW
115
BOK Financial Private Wealth
Colorado
– – -24,845 Closed
SF
116
Synovus Financial
Georgia
– – -18,126 Closed
RJA
117
Raymond James & Associates
Florida
– – -10,268 Closed
FFA
118
Fragasso Financial Advisors
Pennsylvania
– – -9,894 Closed
CS
119
Credit Suisse
Switzerland
– – -9,568 Closed
Fisher Asset Management
120
Fisher Asset Management
Washington
– – -5,705 Closed
FWM
121
Foresight Wealth Management
Utah
– – -5,600 Closed
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
– – -2,060 Closed
NFG
123
Next Financial Group
Texas
– – -451 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– – -185 Closed
SWA
125
Stratos Wealth Advisors
Ohio
– – -116 Closed
2 3 4
5
6