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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 %
FMTCOCP
151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 25 – –
BC
152
Bartlett & Co
Ohio
$2K 26 +26 New
BCWM
153
Bartlett & Co Wealth Management
Ohio
$1.91K 26 +26 New
FFA
154
Farther Finance Advisors
California
$1.69K 23 -9 -28%
CA
155
Crewe Advisors
Utah
$1.47K 20 +20 New
GI
156
Gradient Investments
Minnesota
$1.47K 20 +20 New
BLC
157
Brown, Lisle/Cummings
Rhode Island
$880 12 – –
CP
158
Castleview Partners
Texas
$807 11 – –
WBC
159
West Branch Capital
Massachusetts
$160 2 -7 -78%
HNB
160
Huntington National Bank
Ohio
– – – –
Goldman Sachs
161
Goldman Sachs
New York
– – -21,932 Closed
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
– – -3,812 Closed
SC
163
SouthState Corp
Florida
– – -1,083 Closed
Belvedere Trading
164
Belvedere Trading
Illinois
– – -394 Closed
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
– – -176 Closed
NECFA
166
New England Capital Financial Advisors
Connecticut
– – -146 Closed
BAM
167
Belpointe Asset Management
Nevada
– – -103 Closed
CSB
168
City State Bank
Iowa
– – -100 Closed
EI
169
Ellevest Inc
New York
– – -56 Closed
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
– – -1 Closed
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