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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 %
BHWM
176
Beaird Harris Wealth Management
Texas
$3.85K 47 – –
EWM
177
EPG Wealth Management
Georgia
$3.63K 44 – –
GIA
178
GHP Investment Advisors
Colorado
$2.96K 36 – –
VNA
179
Valley National Advisers
Pennsylvania
$1K 20 -44 -69%
BLC
180
Brown, Lisle/Cummings
Rhode Island
$990 12 – –
FFA
181
Farther Finance Advisors
California
$983 12 – –
CP
182
Castleview Partners
Texas
$907 11 – –
SIS
183
Sound Income Strategies
Florida
$495 6 -3 -33%
PP
184
Pacifica Partners
Canada
$407 5 -23 -82%
WBC
185
West Branch Capital
Massachusetts
$181 2 – –
HNB
186
Huntington National Bank
Ohio
– – – –
RWP
187
RWA Wealth Partners
Massachusetts
– – -40,524 Closed
OPS
188
Orion Portfolio Solutions
Nebraska
– – -27,415 Closed
BCI
189
Brinker Capital Investments
Pennsylvania
– – -27,415 Closed
Chevy Chase Trust
190
Chevy Chase Trust
Maryland
– – -24,859 Closed
Marshall Wace
191
Marshall Wace
United Kingdom
– – -21,372 Closed
QAM
192
Q3 Asset Management
Michigan
– – -10,768 Closed
NL
193
NWAM LLC
Washington
– – -6,655 Closed
Goldman Sachs
194
Goldman Sachs
New York
– – -5,773 Closed
AAS
195
Avantax Advisory Services
Texas
– – -3,244 Closed
BWM
196
Birchcreek Wealth Management
Ohio
– – -2,889 Closed
TRIA
197
Trail Ridge Investment Advisors
Colorado
– – -2,743 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
– – -1,263 Closed
GWM
199
Grand Wealth Management
Michigan
– – -357 Closed
NFA
200
Northwest Financial Advisors
Virginia
– – -203 Closed
5 6 7
8
9