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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
101
Advisors Preferred
Maryland
$167K 2,256 +2,256 New
Citadel Advisors
102
Citadel Advisors
Florida
$165K 2,248 +986 +78%
SPIA
103
Steward Partners Investment Advisory
New York
$122K 1,667 -59 -3%
GEA
104
Glen Eagle Advisors
New Jersey
$119K 1,622 – –
Franklin Resources
105
Franklin Resources
California
$116K 1,583 – –
CIAS
106
Capital Investment Advisory Services
North Carolina
$115K 1,565 – –
CTA
107
Colonial Trust Advisors
South Carolina
$95.2K 1,299 +1 +0.1%
PG
108
Proffitt & Goodson
Tennessee
$83.7K 1,141 – –
Citigroup
109
Citigroup
New York
$82.7K 1,128 -496 -31%
CCM
110
Chilton Capital Management
Texas
$70.8K 966 – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$66K 900 +79 +10%
AF
112
Allworth Financial
California
$62.1K 847 +847 New
CT
113
Colonial Trust
South Carolina
$55.7K 759 -310 -29%
GRP
114
Global Retirement Partners
California
$50K 681 – –
IA
115
IFP Advisors
Florida
$49.7K 678 +144 +27%
BC
116
Belmont Capital
California
$48.2K 657 +657 New
CA
117
Clearstead Advisors
Ohio
$45.3K 618 – –
PG
118
Prostatis Group
Maryland
$45.1K 45,125 +45,125 New
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$39.3K 930 +930 New
AA
120
Addison Advisors
Vermont
$38.3K 522 – –
SSB
121
Sandy Spring Bank
Maryland
$37.2K 508 +1 +0.2%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$36K 485 – –
William Blair & Company
123
William Blair & Company
Illinois
$34.8K 475 – –
S
124
SignatureFD
Georgia
$34.8K 474 – –
CFGS
125
Concourse Financial Group Securities
Alabama
$33.9K 462 +462 New
3 4
5
6 7