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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
RBA
2
Richard Bernstein Advisors
New York
$88.3M
3
AM
3
AGF Management
Ontario, Canada
$32.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$462K
2
Citadel Advisors
2
Citadel Advisors
Florida
$220K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$408K 4,618 -1,521 -25%
DWM
102
Dakota Wealth Management
Florida
$406K 4,585 -2,860 -38%
Franklin Resources
103
Franklin Resources
California
$399K 4,583 +3,000 +190%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$384K 4,327 +888 +26%
CWA
105
Centennial Wealth Advisory
Michigan
$377K 4,262 +851 +25%
CA
106
Crumly & Associates
Illinois
$373K 4,216 – –
ICP
107
Interchange Capital Partners
Pennsylvania
$370K 4,182 +4,182 New
HCM
108
Hilton Capital Management
New York
$368K 4,164 -242 -5%
AFP
109
Alpha Financial Partners
Kentucky
$357K 4,031 +4,031 New
EFG
110
Ehrlich Financial Group
California
$357K 4,031 +4,031 New
FTS
111
Fifth Third Securities
Ohio
$354K 4,003 – –
HIA
112
Harbor Investment Advisory
Maryland
$330K 3,729 – –
WPP
113
Whalerock Point Partners
Rhode Island
$325K 3,675 – –
LW
114
Linscomb Wealth
Texas
$306K 3,455 – –
Corient Private Wealth
115
Corient Private Wealth
Florida
$300K 3,397 +3,397 New
AC
116
ASB Consultores
Florida
$300K 3,392 +3,392 New
ST
117
Smithfield Trust
Pennsylvania
$290K 3,275 +1,040 +47%
IAN
118
Integrated Advisors Network
Texas
$276K 3,125 -225 -7%
CSPAM
119
Cary Street Partners Asset Management
Virginia
$272K 3,078 +3,078 New
FPGK
120
Financial Partners Group (Kansas)
Kansas
$270K 3,053 +5 +0.2%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$269K 3,036 -3,912 -56%
PP
122
Patron Partners
Texas
$268K 3,025 +3,025 New
TBNY
123
Trustco Bank (New York)
New York
$264K 2,980 +180 +6%
PA
124
PFG Advisors
Arizona
$257K 2,907 +35 +1%
AA
125
Advisory Alpha
Michigan
$244K 2,753 – –
3 4
5
6 7