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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$8K 102 +100 +5,000%
RFA
152
Reilly Financial Advisors
California
$7K 93 +93 New
HI
153
Hoey Investments
Pennsylvania
$6K 75 – –
BWP
154
Baldwin Wealth Partners
Massachusetts
$5K 65 +65 New
IF
155
Ironwood Financial
Arizona
$4K 46 – –
IPW
156
IronBridge Private Wealth
Texas
$4K 46 – –
FMTCOCP
157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 45 +45 New
CFA
158
Carroll Financial Associates
North Carolina
$2K 30 -120 -80%
RIA
159
RPG Investment Advisory
California
$2K 23 – –
AF
160
Advisornet Financial
Minnesota
$2K 28 – –
AIL
161
AGF Investments LLC
Ontario, Canada
$1K 9 – –
MA
162
Montag & Associates
Georgia
$1K 10 +10 New
SWM
163
Sugarloaf Wealth Management
Georgia
$34 59 +59 New
HCM
164
Hilton Capital Management
New York
– – -338,207 Closed
BCI
165
Brinker Capital Investments
Pennsylvania
– – -54,159 Closed
AIC
166
Ameritas Investment Company
Nebraska
– – -15,608 Closed
QAM
167
Q3 Asset Management
Michigan
– – -11,191 Closed
Bank of New York Mellon
168
Bank of New York Mellon
New York
– – -10,326 Closed
BEI
169
Benjamin Edwards Inc
Missouri
– – -9,091 Closed
Wolverine Trading
170
Wolverine Trading
Illinois
– – -8,941 Closed
PAG
171
Private Advisor Group
New Jersey
– – -7,150 Closed
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
– – -5,165 Closed
Belvedere Trading
173
Belvedere Trading
Illinois
– – -3,701 Closed
LI
174
LVZ Inc
Michigan
– – -3,650 Closed
RWA
175
Ropes Wealth Advisors
Massachusetts
– – -2,014 Closed
4 5 6
7
8