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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
126
Grand Wealth Management
Michigan
$26.2K 358 +358 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$20.8K 284 – –
TWC
128
TD Waterhouse Canada
Ontario, Canada
$18.5K 250 +250 New
BWL
129
Bogart Wealth LLC
Virginia
$18.4K 251 – –
LC
130
Lindbrook Capital
California
$15.3K 209 – –
GTAM
131
Global Trust Asset Management
Florida
$14.8K 202 – –
EW
132
Element Wealth
Mississippi
$13.8K 187 – –
TRCT
133
Tower Research Capital (TRC)
New York
$13.6K 186 +146 +365%
HBW
134
Hazlett, Burt & Watson
West Virginia
$13K 184 – –
AIC
135
Archer Investment Corporation
Indiana
$12.8K 174 – –
HPC
136
HM Payson & Co
Maine
$12.6K 172 +172 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$11.8K 161 -23 -13%
RI
138
Ridgewood Investments
New Jersey
$8.51K 116 – –
PA
139
Parallel Advisors
California
$6.82K 93 – –
HI
140
Harbour Investments
Wisconsin
$6.66K 91 – –
HI
141
Hoey Investments
Pennsylvania
$6.09K 83 – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$5.14K 70 -198 -74%
BHWM
143
Beaird Harris Wealth Management
Texas
$4.22K 58 +1 +2%
BWM
144
Baystate Wealth Management
Massachusetts
$3.87K 52 – –
EWM
145
EPG Wealth Management
Georgia
$3.23K 44 – –
AAP
146
Arax Advisory Partners
Colorado
$2.96K 40 – –
VWM
147
Venturi Wealth Management
Texas
$2.93K 40 – –
GIA
148
GHP Investment Advisors
Colorado
$2.64K 36 – –
FCAG
149
First Capital Advisors Group
New Jersey
$2.2K 30 +30 New
SFCL
150
Strengthening Families & Communities LLC
Massachusetts
$2K 22 – –
3 4 5
6
7