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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$3K 43 +43 New
VWM
152
Venturi Wealth Management
Texas
$2.8K 40 – –
GIA
153
GHP Investment Advisors
Colorado
$2.45K 36 – –
BC
154
Bartlett & Co
Ohio
$2K 26 – –
FMTCOCP
155
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 25 – –
SFCL
156
Strengthening Families & Communities LLC
Massachusetts
$2K 22 – –
BCWM
157
Bartlett & Co Wealth Management
Ohio
$1.82K 26 – –
FFA
158
Farther Finance Advisors
California
$1.61K 23 – –
CA
159
Crewe Advisors
Utah
$1.4K 20 – –
FCAS
160
First Command Advisory Services
Texas
$1.19K 17 +17 New
BLC
161
Brown, Lisle/Cummings
Rhode Island
$838 12 – –
CP
162
Castleview Partners
Texas
$768 11 – –
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$489 7 +7 New
WBC
164
West Branch Capital
Massachusetts
$153 2 – –
HNB
165
Huntington National Bank
Ohio
– – – –
AF
166
Advisornet Financial
Minnesota
$70 1 +1 New
AWM
167
Aprio Wealth Management
Georgia
– – -108,852 Closed
PG
168
Prostatis Group
Maryland
– – -45,125 Closed
ATC
169
Argent Trust Co
Tennessee
– – -5,267 Closed
TRIA
170
Trail Ridge Investment Advisors
Colorado
– – -4,263 Closed
CI
171
CX Institutional
Indiana
– – -4,119 Closed
RWA
172
River Wealth Advisors
Pennsylvania
– – -3,169 Closed
AA
173
Advisory Alpha
Michigan
– – -2,739 Closed
AP
174
Advisors Preferred
Maryland
– – -2,256 Closed
GRP
175
Global Retirement Partners
California
– – -681 Closed
4 5 6
7
8