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Fidelity MSCI Consumer Discretionary Index ETF

93 hedge funds and large institutions have $334M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
34
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$130M 2,851,446 -98,991 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.3M 599,103 -308,208 -34%
BFA
3
Beaumont Financial Advisors
Massachusetts
$24.9M 546,319 -307,462 -36%
Lido Advisors
4
Lido Advisors
California
$12.9M 284,543 +45,345 +19%
FI
5
FormulaFolio Investments
Michigan
$12.1M 266,081 +266,081 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.5M 253,838 +163,813 +182%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$9.78M 214,997 -47,780 -18%
Wells Fargo
8
Wells Fargo
California
$8.56M 188,140 +15,002 +9%
LNC
9
Lincoln National Corp
Pennsylvania
$7.22M 158,620 +132,127 +499%
SPC
10
Sigma Planning Corp
Michigan
$7.04M 154,760 +77,533 +100%
BCA
11
Bay Colony Advisors
Massachusetts
$6.15M 135,230 +13,772 +11%
ASN
12
Advisory Services Network
Georgia
$4.79M 105,271 -7,887 -7%
Morgan Stanley
13
Morgan Stanley
New York
$4.74M 104,163 +9,207 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.57M 100,406 +22,875 +30%
ST
15
Spinnaker Trust
Maine
$4.45M 97,842 +5,567 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.95M 86,884 +86,802 +105,856%
SFS
17
Sowell Financial Services
Arkansas
$3.81M 151,816 +151,816 New
VC
18
Vicus Capital
Pennsylvania
$3.72M 81,788 -553 -0.7%
Jane Street
19
Jane Street
New York
$3.27M 71,874 -3,054 -4%
PPA
20
Parametric Portfolio Associates
Washington
$2.9M 63,786
FA
21
FMA Advisory
Pennsylvania
$2.63M 57,778 +24,270 +72%
LPL Financial
22
LPL Financial
California
$2.54M 55,868 +23,468 +72%
PCM
23
Penserra Capital Management
California
$2.43M 53,488 +53,488 New
RW
24
Rand Wealth
Maryland
$2.35M 51,708 +30 +0.1%
Northern Trust
25
Northern Trust
Illinois
$2.3M 50,503 -3,685 -7%