FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

40 hedge funds and large institutions have $125M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
6
Increased
20
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.3M
2
ST
2
Spinnaker Trust
Maine
$17.2M
3
CWM
3
Concert Wealth Management
California
$1.65M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.64M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.72M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$469K
5
AIG
5
American International Group
New York
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.3M 1,297,110 +107,147 +9%
ST
2
Spinnaker Trust
Maine
$17.2M 582,931 +67,063 +13%
BFA
3
Beaumont Financial Advisors
Massachusetts
$14.9M 488,342 – –
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$14.8M 501,287 -925,125 -65%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.64M 225,072 +36,518 +19%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.24M 143,900 -2,500 -2%
Morgan Stanley
7
Morgan Stanley
New York
$3.72M 125,996 -38,729 -24%
VC
8
Vicus Capital
Pennsylvania
$3.41M 115,628 +1,229 +1%
Goldman Sachs
9
Goldman Sachs
New York
$3.25M 110,317 -21,816 -17%
ACM
10
Argentus Capital Management
Texas
$2.19M 74,342 +35,127 +90%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.98M 67,190 +18,903 +39%
GA
12
Giralda Advisors
New York
$1.79M 60,727 +12,556 +26%
CWM
13
Concert Wealth Management
California
$1.65M 55,717 +45,895 +467%
Citadel Advisors
14
Citadel Advisors
Florida
$1.19M 40,417 +3,214 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.06M 35,947 +35,947 New
Jane Street
16
Jane Street
New York
$1.03M 34,991 -7,282 -17%
LPL Financial
17
LPL Financial
California
$1.02M 33,433 +9,686 +41%
RW
18
Rand Wealth
Maryland
$1.01M 34,105 -1,051 -3%
ACM
19
Aviance Capital Management
Florida
$825K 27,984 +27,984 New
SPC
20
Sigma Planning Corp
Michigan
$754K 25,562 +14,165 +124%
AIG
21
American International Group
New York
$640K 21,725 -18,664 -46%
BCM
22
Beck Capital Management
Texas
$564K 18,618 +8,508 +84%
SG Americas Securities
23
SG Americas Securities
New York
$554K 18,779 +18,779 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$469K 15,907 -20,347 -56%
UBS Group
25
UBS Group
Switzerland
$438K 14,859 +5,159 +53%
1
2