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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 %
FBC
201
Fairfield, Bush & Co
Connecticut
– – -200 Closed
CFGS
202
Concourse Financial Group Securities
Alabama
– – -164 Closed
TWM
203
Tradition Wealth Management
Minnesota
– – -100 Closed
SHIM
204
Stone House Investment Management
Pennsylvania
– – -98 Closed
MBFW
205
Morton Brown Family Wealth
Pennsylvania
– – -84 Closed
TVAMP
206
Tennessee Valley Asset Management Partners
Tennessee
– – -71 Closed
BFPW
207
BOK Financial Private Wealth
Colorado
– – -43 Closed
RCM
208
Raleigh Capital Management
North Carolina
– – -41 Closed
IRAG
209
Investment Research & Advisory Group
Georgia
– – -39 Closed
LFG
210
Larson Financial Group
Missouri
– – -36 Closed
FCAS
211
First Command Advisory Services
Texas
– – -36 Closed
FMTCOCP
212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -25 Closed
TFG
213
Team Financial Group
California
– – -15 Closed
GWM
214
Geneos Wealth Management
Colorado
– – -11 Closed
5 6 7 8
9