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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 %
LC
151
Lindbrook Capital
California
$17.2K 209 – –
GTAM
152
Global Trust Asset Management
Florida
$16.7K 202 – –
EW
153
Element Wealth
Mississippi
$15.6K 189 +1 +0.5%
HBW
154
Hazlett, Burt & Watson
West Virginia
$15K 184 – –
AIC
155
Archer Investment Corporation
Indiana
$14.4K 174 – –
HPC
156
HM Payson & Co
Maine
$14.2K 172 – –
T
157
Tidemark
California
$13.8K 167 +1 +0.6%
PMFA
158
Plante Moran Financial Advisors
Michigan
$13.3K 161 – –
HWM
159
HighMark Wealth Management
Minnesota
$12.4K 150 +150 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$11.9K 144 +144 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$11.4K 138 +68 +97%
GI
162
GAMMA Investing
California
$10.6K 128 – –
GRP
163
Global Retirement Partners
California
$10.4K 126 – –
DF
164
Dunhill Financial
United Kingdom
$10.2K 123 – –
PA
165
Parallel Advisors
California
$7.67K 93 – –
HI
166
Harbour Investments
Wisconsin
$7.51K 91 -47 -34%
PS
167
Principal Securities
Iowa
$7.42K 90 – –
PA
168
Pineridge Advisors
Missouri
$7.42K 90 – –
BONH
169
Bank of New Hampshire
New Hampshire
$6.93K 84 +84 New
HI
170
Hoey Investments
Pennsylvania
$6.85K 83 – –
PTC
171
Private Trust Company
Ohio
$6.1K 74 -4 -5%
AF
172
Allworth Financial
California
$5.36K 65 -782 -92%
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.2K 63 +63 New
VWM
174
Venturi Wealth Management
Texas
$4.37K 53 +13 +33%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$4.12K 50 +50 New
5 6
7
8 9