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Fidelity MSCI Consumer Discretionary Index ETF

71 hedge funds and large institutions have $214M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$52.2M 1,312,142 +1,312,142 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.4M 930,830 +310,754 +50%
BFA
3
Beaumont Financial Advisors
Massachusetts
$36.6M 921,346 +393,666 +75%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$10.4M 262,777 +11,723 +5%
FI
5
FormulaFolio Investments
Michigan
$7.06M 177,527 +52,935 +42%
Wells Fargo
6
Wells Fargo
California
$6.78M 170,537 +17,816 +12%
Lido Advisors
7
Lido Advisors
California
$6.24M 156,998 +49,199 +46%
NR
8
Newfound Research
Massachusetts
$4.94M 124,211 +62,983 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.91M 98,302 -7,282 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.71M 93,220 +12,088 +15%
ST
11
Spinnaker Trust
Maine
$3.62M 91,113 -393 -0.4%
Morgan Stanley
12
Morgan Stanley
New York
$3.61M 90,760 -14,598 -14%
ASN
13
Advisory Services Network
Georgia
$3.46M 87,042 +17,174 +25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.19M 80,238 +38,178 +91%
SPC
15
Sigma Planning Corp
Michigan
$2.47M 62,184 -6,361 -9%
Northern Trust
16
Northern Trust
Illinois
$2.16M 54,188
RW
17
Rand Wealth
Maryland
$1.87M 47,012 -3,367 -7%
SB
18
Suntrust Banks
Georgia
$1.79M 45,097 +9,723 +27%
Citadel Advisors
19
Citadel Advisors
Florida
$1.63M 41,006 +41,006 New
ECM
20
Exchange Capital Management
Michigan
$1.55M 39,020 +6,095 +19%
BCM
21
Beck Capital Management
Texas
$1.36M 34,107 +34,107 New
FA
22
FMA Advisory
Pennsylvania
$1.32M 33,205 +7,420 +29%
LPL Financial
23
LPL Financial
California
$1.18M 29,590 +22,758 +333%
GRP
24
Global Retirement Partners
California
$1.17M 29,299 +1,716 +6%
PVH
25
Psagot Value Holdings
Israel
$1.15M 29,000