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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

230 hedge funds and large institutions have $997M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+32
Holders Change %
+16.16%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
53
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$218K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.6M
3
FFS
3
Fischer Financial Services
Pennsylvania
$13.7M
4
GA
4
Guerra Advisors
Florida
$9.92M
5
AWM
5
AE Wealth Management
Kansas
$56.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.19M
3
CFD
3
Creative Financial Designs
Indiana
$760K
4
BCM
4
Brookstone Capital Management
Illinois
$1.1M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
AFM
101
Aspetuck Financial Management
Connecticut
$677K 6,949 +6,949 New
Creative Planning
102
Creative Planning
Kansas
$672K 6,891 +2,273 +49%
PCH
103
PGIM Custom Harvest
New Jersey
$638K 6,549 +617 +10%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$617K 6,334 +2,007 +46%
HCM
105
Hall Capital Management
Rhode Island
$609K 6,252 +6,252 New
SWA
106
Stratos Wealth Advisors
Ohio
$597K 6,129 +9 +0.1%
BRWA
107
B. Riley Wealth Advisors
Florida
$578K 5,926 +25 +0.4%
EFM
108
Eley Financial Management
Vermont
$564K 5,786 +48 +0.8%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$543K 5,567 +262 +5%
FFS
110
Founders Financial Securities
Maryland
$517K 5,308 +5,308 New
RSWM
111
Robertson Stephens Wealth Management
California
$512K 5,250 -208 -4%
CF
112
Centaurus Financial
California
$486K 4,987 +193 +4%
BEI
113
Benjamin Edwards Inc
Missouri
$481K 4,932 +4,932 New
PAS
114
PKS Advisory Services
New York
$464K 4,756 +4,756 New
AA
115
Advisory Alpha
Michigan
$460K 4,715 +1,962 +71%
Renaissance Technologies
116
Renaissance Technologies
New York
$458K 4,700 +4,700 New
Franklin Resources
117
Franklin Resources
California
$447K 4,583 – –
PCA
118
Purkiss Capital Advisors
Connecticut
$431K 4,421 +4,421 New
CWA
119
Centennial Wealth Advisory
Michigan
$429K 4,397 +135 +3%
DWM
120
Dakota Wealth Management
Florida
$413K 4,235 -350 -8%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$412K 4,228 -1,263 -23%
CA
122
Crumly & Associates
Illinois
$411K 4,216 – –
AWMS
123
Advocacy Wealth Management Services
Georgia
$402K 4,124 +4,124 New
EFG
124
Ehrlich Financial Group
California
$394K 4,042 +11 +0.3%
FTS
125
Fifth Third Securities
Ohio
$390K 4,003 – –
3 4
5
6 7