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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
101
SouthState Corp
Florida
$61.4K 1,083 – –
CT
102
Colonial Trust
South Carolina
$60.6K 1,069 +1,069 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$46.5K 821 -211 -20%
BFPW
104
BOK Financial Private Wealth
Colorado
$42.2K 745 +745 New
CA
105
Clearstead Advisors
Ohio
$35K 618 -450 -42%
RBC
106
Romano Brothers & Co
Illinois
$34K 600 +600 New
S
107
SignatureFD
Georgia
$31.7K 560 +86 +18%
CFGS
108
Concourse Financial Group Securities
Alabama
$30.6K 540 – –
AA
109
Addison Advisors
Vermont
$29.6K 522 – –
SSB
110
Sandy Spring Bank
Maryland
$28.6K 505 +1 +0.2%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$27K 485 – –
William Blair & Company
112
William Blair & Company
Illinois
$26.9K 475 – –
IA
113
IFP Advisors
Florida
$25K 564 -709 -56%
CA
114
CoreCap Advisors
Michigan
$24.1K 425 +425 New
MCC
115
Money Concepts Capital
Florida
$18.3K 323 +323 New
GTAM
116
Global Trust Asset Management
Florida
$17.2K 304 -1,459 -83%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$16.1K 284 – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$15.2K 268 – –
BAAM
119
Baker Avenue Asset Management
California
$15K 264 +264 New
LC
120
Lindbrook Capital
California
$11.8K 209 – –
MCM
121
Magnolia Capital Management
New York
$11K 195 – –
EW
122
Element Wealth
Mississippi
$10.6K 187 +1 +0.5%
PMFA
123
Plante Moran Financial Advisors
Michigan
$10.4K 184 +107 +139%
HBW
124
Hazlett, Burt & Watson
West Virginia
$10K 184 -149 -45%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$10K 176 -141 -44%
3 4
5
6 7