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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

181 hedge funds and large institutions have $385M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 36 closing their positions.

Holders
181
Holders Change
-20
Holders Change %
-9.95%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
60
Reduced
68
Closed
36
Calls
$2.04M
Puts
–
Net Calls
+$2.04M
Net Calls Change
+$1.13M

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.53M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.2M
3
Lido Advisors
3
Lido Advisors
California
$80.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.47M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.75M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$5.31M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.24M
3
KAS
3
Kestra Advisory Services
Texas
$5.85M
4
SSIM
4
Sheets Smith Investment Management
Texas
$1.24M
5
Truist Financial
5
Truist Financial
North Carolina
$7.26M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
101
River Wealth Advisors
Pennsylvania
$255K 3,221 +307 +11%
IRC
102
Investors Research Corp
Georgia
$254K 3,207 +997 +45%
BCM
103
Beaumont Capital Management
Massachusetts
$252K 3,126 +306 +11%
COCM
104
Charter Oak Capital Management
New Hampshire
$247K 3,120 +168 +6%
CWM
105
Congress Wealth Management
Massachusetts
$245K 3,089 +182 +6%
DFG
106
Demars Financial Group
Washington
$244K 3,082 -27,052 -90%
TC
107
TownSquare Capital
Utah
$242K 3,061 -118 -4%
IAN
108
Integrated Advisors Network
Texas
$238K 3,012 +393 +15%
TCM
109
Traynor Capital Management
Pennsylvania
$228K 2,891 -928 -24%
KWA
110
Kellett Wealth Advisors
Ohio
$221K 2,800 -500 -15%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$216K 2,730 +191 +8%
FIM
112
Fernwood Investment Management
Massachusetts
$211K 2,671 – –
MHR
113
Matthew Hamilton Rosenberg
$210K 2,657 – –
AWA
114
Arkadios Wealth Advisors
Georgia
$207K 2,619 +276 +12%
KPCM
115
Kings Point Capital Management
New York
$201K 2,546 – –
KA
116
Kovack Advisors
Florida
$201K 2,547 +2,547 New
PG
117
Proffitt & Goodson
Tennessee
$149K 1,878 – –
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$148K 1,868 -1,068 -36%
NWM
119
Nauset Wealth Management
Connecticut
$141K 1,780 -1,060 -37%
GEA
120
Glen Eagle Advisors
New Jersey
$135K 1,702 – –
Franklin Resources
121
Franklin Resources
California
$125K 1,583 – –
CIAS
122
Capital Investment Advisory Services
North Carolina
$124K 1,565 – –
SPIA
123
Steward Partners Investment Advisory
New York
$123K 1,559 +280 +22%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$121K 1,478 +1,210 +451%
JPLA
125
Joseph P. Lucia & Associates
New York
$114K 1,436 +1,436 New
3 4
5
6 7