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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 %
ANBT
126
American National Bank & Trust
Texas
$375K 3,849 +1,235 +47%
AP
127
Advisors Preferred
Maryland
$371K 3,857 +3,857 New
HIA
128
Harbor Investment Advisory
Maryland
$363K 3,729 – –
WPP
129
Whalerock Point Partners
Rhode Island
$358K 3,676 +1 +0%
FB
130
Fulton Bank
Pennsylvania
$349K 3,579 +3,579 New
LW
131
Linscomb Wealth
Texas
$337K 3,455 – –
Corient Private Wealth
132
Corient Private Wealth
Florida
$332K 3,406 +9 +0.3%
AC
133
ASB Consultores
Florida
$331K 3,392 – –
ST
134
Smithfield Trust
Pennsylvania
$319K 3,275 – –
ICP
135
Interchange Capital Partners
Pennsylvania
$305K 3,127 -1,055 -25%
CSP
136
Cary Street Partners
Virginia
$300K 3,074 +3,074 New
PP
137
Patron Partners
Texas
$293K 3,011 -14 -0.5%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$290K 2,978 -2,250 -43%
HF
139
HRT Financial
New York
$290K 2,977 +2,977 New
CAG
140
Csenge Advisory Group
Florida
$290K 2,973 +2,973 New
PA
141
PFG Advisors
Arizona
$289K 2,963 +56 +2%
FPGK
142
Financial Partners Group (Kansas)
Kansas
$284K 2,912 -141 -5%
TBNY
143
Trustco Bank (New York)
New York
$273K 2,800 -180 -6%
Northern Trust
144
Northern Trust
Illinois
$264K 2,709 – –
BTWM
145
Brass Tax Wealth Management
Ohio
$257K 2,642 +2,642 New
CA
146
CoreCap Advisors
Michigan
$247K 2,536 +1,492 +143%
MHR
147
Matthew Hamilton Rosenberg
$237K 2,434 – –
AWA
148
Amplius Wealth Advisors
Pennsylvania
$232K 2,380 -22 -0.9%
RRA
149
Round Rock Advisors
Connecticut
$224K 2,300 +2,300 New
Comerica Bank
150
Comerica Bank
Texas
$217K 2,229 -231 -9%
4 5
6
7 8