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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
28
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.56M
2
AM
2
AGF Management
Ontario, Canada
$14.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
Jane Street
4
Jane Street
New York
$2.04M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Crumly & Associates
Illinois
$348K 4,216 – –
FPGK
102
Financial Partners Group (Kansas)
Kansas
$341K 4,134 +4,134 New
FTS
103
Fifth Third Securities
Ohio
$330K 4,003 -2,145 -35%
HIA
104
Harbor Investment Advisory
Maryland
$308K 3,728 -100 -3%
WPP
105
Whalerock Point Partners
Rhode Island
$303K 3,674 -600 -14%
PCH
106
PGIM Custom Harvest
New Jersey
$293K 3,550 +3,550 New
LW
107
Linscomb Wealth
Texas
$285K 3,455 +3,455 New
SW
108
SVB Wealth
Massachusetts
$275K 3,340 -492 -13%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$272K 3,300 +157 +5%
ST
110
Smithfield Trust
Pennsylvania
$262K 3,175 +2,050 +182%
RWA
111
River Wealth Advisors
Pennsylvania
$248K 3,002 +32 +1%
IAN
112
Integrated Advisors Network
Texas
$248K 3,002 +3,002 New
PA
113
PFG Advisors
Arizona
$237K 2,871 +1 +0%
CWM
114
Congress Wealth Management
Massachusetts
$234K 2,838 +2,838 New
AWA
115
Arkadios Wealth Advisors
Georgia
$234K 2,836 -103 -4%
HCM
116
Hilton Capital Management
New York
$231K 2,800 – –
AA
117
Advisory Alpha
Michigan
$226K 2,739 – –
BOSSRA
118
B.O.S.S. Retirement Advisors
Utah
$224K 2,837 -47 -2%
FIM
119
Fernwood Investment Management
Massachusetts
$220K 2,671 – –
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$201K 2,433 +2,433 New
MHR
121
Matthew Hamilton Rosenberg
$199K 2,434 – –
TRCT
122
Tower Research Capital (TRC)
New York
$184K 2,234 +2,234 New
CIAS
123
Capital Investment Advisory Services
North Carolina
$137K 1,655 – –
SPIA
124
Steward Partners Investment Advisory
New York
$136K 1,647 – –
Franklin Resources
125
Franklin Resources
California
$131K 1,583 – –
3 4
5
6 7