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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$230K 3,291 +3,291 New
SWA
102
Stratos Wealth Advisors
Ohio
$225K 3,219 +3,219 New
EAM
103
Empirical Asset Management
Massachusetts
$203K 2,900 +2,900 New
NS
104
NBC Securities
Alabama
$198K 2,845 +2,845 New
MHR
105
Matthew Hamilton Rosenberg
$186K 2,658 – –
CIAS
106
Capital Investment Advisory Services
North Carolina
$119K 1,703 +138 +9%
SPIA
107
Steward Partners Investment Advisory
New York
$115K 1,647 -20 -1%
GEA
108
Glen Eagle Advisors
New Jersey
$113K 1,622 – –
Franklin Resources
109
Franklin Resources
California
$111K 1,583 – –
Citigroup
110
Citigroup
New York
$95.1K 1,361 +233 +21%
CTA
111
Colonial Trust Advisors
South Carolina
$90.8K 1,300 +1 +0.1%
CA
112
Clearstead Advisors
Ohio
$86.3K 1,236 +618 +100%
PG
113
Proffitt & Goodson
Tennessee
$79.7K 1,141 – –
CCM
114
Chilton Capital Management
Texas
$67.5K 966 – –
AF
115
Allworth Financial
California
$66.9K 958 +111 +13%
Comerica Bank
116
Comerica Bank
Texas
$66.9K 958 +958 New
Citadel Advisors
117
Citadel Advisors
Florida
$60.1K 861 -1,387 -62%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$57.4K 821 -79 -9%
CT
119
Colonial Trust
South Carolina
$53K 759 – –
BC
120
Belmont Capital
California
$45.9K 657 – –
AA
121
Addison Advisors
Vermont
$36.5K 522 – –
SSB
122
Sandy Spring Bank
Maryland
$35.5K 509 +1 +0.2%
William Blair & Company
123
William Blair & Company
Illinois
$33.2K 475 – –
S
124
SignatureFD
Georgia
$33.1K 474 – –
CFGS
125
Concourse Financial Group Securities
Alabama
$31.6K 452 -10 -2%
3 4
5
6 7