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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$209K 2,736 +2,700 +7,500%
FIM
102
Fernwood Investment Management
Massachusetts
$204K 2,671 +2,671 New
SS
103
Sunbelt Securities
Texas
$204K 2,678 +2,678 New
MHR
104
Matthew Hamilton Rosenberg
$203K 2,657 – –
Simplex Trading
105
Simplex Trading
Illinois
$197K 2,584 +2,584 New
TRCT
106
Tower Research Capital (TRC)
New York
$185K 2,429 +2,429 New
COCM
107
Charter Oak Capital Management
New Hampshire
$176K 2,301 +314 +16%
GWM
108
Geneos Wealth Management
Colorado
$156K 1,935 – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$150K 1,979 -512 -21%
Citigroup
110
Citigroup
New York
$144K 1,887 -230 -11%
PG
111
Proffitt & Goodson
Tennessee
$143K 1,878 – –
GI
112
Gradient Investments
Minnesota
$135K 1,774 +1,774 New
SFS
113
Sowell Financial Services
Arkansas
$133K 1,664 +63 +4%
GEA
114
Glen Eagle Advisors
New Jersey
$125K 1,642 +20 +1%
SFPG
115
Stonebridge Financial Planning Group
Florida
$122K 1,516 +1 +0.1%
Franklin Resources
116
Franklin Resources
California
$121K 1,583 – –
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$121K 1,584 +902 +132%
APA
118
American Portfolios Advisors
New York
$114K 1,495 -3,051 -67%
IAIM
119
International Assets Investment Management
Florida
$110K 1,696 – –
CF
120
Centaurus Financial
California
$102K 1,338 +1,338 New
SPIA
121
Steward Partners Investment Advisory
New York
$97.6K 1,279 – –
JPLA
122
Joseph P. Lucia & Associates
New York
$91K 1,195 – –
CAC
123
Certified Advisory Corp
Florida
$91K 1,197 +1,197 New
CAAS
124
Capital Asset Advisory Services
Michigan
$90K 1,185 -9,042 -88%
CIAS
125
Capital Investment Advisory Services
North Carolina
$67K 882 +245 +38%
3 4
5
6 7