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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 %
GEA
126
Glen Eagle Advisors
New Jersey
$130K 1,574 -48 -3%
Citigroup
127
Citigroup
New York
$128K 1,554 +175 +13%
Comerica Bank
128
Comerica Bank
Texas
$121K 1,470 +299 +26%
DI
129
DAGCO Inc
Ohio
$111K 1,350 +1,350 New
AP
130
Advisors Preferred
Maryland
$106K 1,297 -868 -40%
CTA
131
Colonial Trust Advisors
South Carolina
$105K 1,271 -29 -2%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$98K 1,190 +1,190 New
CT
133
Colonial Trust
South Carolina
$83.6K 1,014 -50 -5%
PG
134
Proffitt & Goodson
Tennessee
$72.4K 878 -263 -23%
CA
135
CoreCap Advisors
Michigan
$67.7K 821 +821 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$59.5K 721 – –
ANBT
137
American National Bank & Trust
Texas
$54.9K 666 +301 +82%
BC
138
Belmont Capital
California
$54.3K 658 +1 +0.2%
S
139
SignatureFD
Georgia
$50K 606 – –
IA
140
IFP Advisors
Florida
$49.6K 601 +212 +54%
CA
141
Clearstead Advisors
Ohio
$49.5K 618 – –
CCM
142
Chilton Capital Management
Texas
$45.5K 552 – –
PGAM
143
Princeton Global Asset Management
New Jersey
$45.3K 549 – –
AA
144
Addison Advisors
Vermont
$43.1K 522 – –
William Blair & Company
145
William Blair & Company
Illinois
$39.2K 475 – –
EBA
146
Eagle Bay Advisors
New York
$33K 400 +400 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$22.7K 284 – –
S
148
Syntrinsic
Colorado
$21.5K 261 – –
SFC
149
SYM Financial Corp
Indiana
$20.6K 250 -100 -29%
TWC
150
TD Waterhouse Canada
Ontario, Canada
$20.2K 250 – –
4 5
6
7 8