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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

63 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$4.87M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$9.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.17M
5
SPC
5
Sigma Planning Corp
Michigan
$2.68M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.3M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.6M
3
ST
3
Spinnaker Trust
Maine
$3.58M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Northern Trust
5
Northern Trust
Illinois
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.3M 620,076 -67,153 -10%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.6M 527,680 -51,191 -9%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.82M 251,054 +113,902 +83%
Wells Fargo
4
Wells Fargo
California
$5.97M 152,721 +28,859 +23%
BRCM
5
Bright Rock Capital Management
Massachusetts
$5.57M 142,400 – –
FI
6
FormulaFolio Investments
Michigan
$4.87M 124,592 +124,592 New
AG
7
Advisor Group
Arizona
$4.24M 108,341 -8,949 -8%
Lido Advisors
8
Lido Advisors
California
$4.22M 107,799 +8,997 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.13M 105,584 +104,448 +9,194%
Morgan Stanley
10
Morgan Stanley
New York
$4.12M 105,358 -12,558 -11%
ST
11
Spinnaker Trust
Maine
$3.58M 91,506 -34,206 -27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.17M 81,132 +39,964 +97%
ASN
13
Advisory Services Network
Georgia
$2.73M 69,868 -79 -0.1%
SPC
14
Sigma Planning Corp
Michigan
$2.68M 68,545 +30,023 +78%
NR
15
Newfound Research
Massachusetts
$2.4M 61,228 +4,319 +8%
Northern Trust
16
Northern Trust
Illinois
$2.12M 54,188 -22,677 -30%
RW
17
Rand Wealth
Maryland
$1.97M 50,379 +2,182 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.65M 42,060 +6,822 +19%
SG Americas Securities
19
SG Americas Securities
New York
$1.55M 39,589 +7,908 +25%
SB
20
Suntrust Banks
Georgia
$1.38M 35,374 +6,154 +21%
ECM
21
Exchange Capital Management
Michigan
$1.29M 32,925 +4,546 +16%
PVH
22
Psagot Value Holdings
Israel
$1.13M 29,000 – –
GRP
23
Global Retirement Partners
California
$1.08M 27,583 +7,364 +36%
FA
24
FMA Advisory
Pennsylvania
$1.01M 25,785 +3,734 +17%
Bank of America
25
Bank of America
North Carolina
$747K 19,108 -349 -2%
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