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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

83 hedge funds and large institutions have $247M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
83
Holders Change
-10
Holders Change %
-10.75%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
25
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$139M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.13M
3
KCM
3
Karp Capital Management
California
$2.74M
4
ASN
4
Advisory Services Network
Georgia
$6.44M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.03M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$673K
3
SPC
3
Sigma Planning Corp
Michigan
$815K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$139M 3,631,876 +780,430 +27%
FI
2
FormulaFolio Investments
Michigan
$12.1M 266,081 – –
Lido Advisors
3
Lido Advisors
California
$10.5M 273,374 -11,169 -4%
Wells Fargo
4
Wells Fargo
California
$8.97M 234,077 +45,937 +24%
ASN
5
Advisory Services Network
Georgia
$6.44M 168,007 +62,736 +60%
BCA
6
Bay Colony Advisors
Massachusetts
$5.28M 137,654 +2,424 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.04M 131,433 -122,405 -48%
Morgan Stanley
8
Morgan Stanley
New York
$4.79M 124,896 +20,733 +20%
VC
9
Vicus Capital
Pennsylvania
$4.23M 110,476 +28,688 +35%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.13M 107,828 +92,739 +615%
LNC
11
Lincoln National Corp
Pennsylvania
$3.23M 84,152 -74,468 -47%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.13M 82,684 -132,313 -62%
ST
13
Spinnaker Trust
Maine
$2.99M 78,062 -19,780 -20%
KCM
14
Karp Capital Management
California
$2.74M 71,465 +71,465 New
Jane Street
15
Jane Street
New York
$2.3M 60,109 -11,765 -16%
Bank of America
16
Bank of America
North Carolina
$2.09M 54,578 +44,261 +429%
FA
17
FMA Advisory
Pennsylvania
$2.03M 53,050 -4,728 -8%
Stifel Financial
18
Stifel Financial
Missouri
$2.03M 52,976 +52,976 New
SB
19
Suntrust Banks
Georgia
$2.01M 48,525 +4,018 +9%
Northern Trust
20
Northern Trust
Illinois
$1.93M 50,404 -99 -0.2%
ECM
21
Exchange Capital Management
Michigan
$1.87M 48,801 +2,549 +6%
LPL Financial
22
LPL Financial
California
$1.58M 41,329 -14,539 -26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.55M 40,514 -59,892 -60%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.33M 34,811 -52,073 -60%
Citadel Advisors
25
Citadel Advisors
Florida
$1.26M 32,907 +32,907 New
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