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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$9.86K 174 – –
NECFA
127
New England Capital Financial Advisors
Connecticut
$8.96K 146 +146 New
CSB
128
City State Bank
Iowa
$6K 100 – –
BAM
129
Belpointe Asset Management
Nevada
$5.84K 103 +103 New
BWL
130
Bogart Wealth LLC
Virginia
$5.68K 100 +100 New
HI
131
Harbour Investments
Wisconsin
$5.14K 91 +1 +1%
HI
132
Hoey Investments
Pennsylvania
$4.7K 83 – –
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$3K 65 -233 -78%
BWM
134
Baystate Wealth Management
Massachusetts
$3K 52 – –
CT
135
Cambridge Trust
Massachusetts
$3K 50 – –
MFT
136
Moisand Fitzgerald Tamayo
Florida
$2.83K 50 – –
EWM
137
EPG Wealth Management
Georgia
$2.49K 44 – –
AAP
138
Arax Advisory Partners
Colorado
$2.27K 40 – –
GIA
139
GHP Investment Advisors
Colorado
$2.01K 36 +1 +3%
PGAM
140
Princeton Global Asset Management
New Jersey
$2K 29 +29 New
PA
141
Parallel Advisors
California
$1.98K 35 +33 +1,650%
BHWM
142
Beaird Harris Wealth Management
Texas
$1.72K 30 – –
SFCL
143
Strengthening Families & Communities LLC
Massachusetts
$1K 22 – –
FMTCOCP
144
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K 25 – –
BLC
145
Brown, Lisle/Cummings
Rhode Island
$680 12 – –
US Bancorp
146
US Bancorp
Minnesota
$567 10 – –
CP
147
Castleview Partners
Texas
$566 10 – –
WBC
148
West Branch Capital
Massachusetts
$518 9 – –
HNB
149
Huntington National Bank
Ohio
– – – –
CW
150
Connectus Wealth
Ohio
– – -20,138 Closed
3 4 5
6
7