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Fidelity MSCI Consumer Discretionary Index ETF

104 hedge funds and large institutions have $353M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
30
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$147M 3,215,688 -129,514 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M 517,948 -54,276 -9%
Lido Advisors
3
Lido Advisors
California
$20.7M 452,082 +106,163 +31%
FI
4
FormulaFolio Investments
Michigan
$20.5M 447,632 +447,632 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$20.2M 442,029 -22,634 -5%
Wells Fargo
6
Wells Fargo
California
$9.27M 202,609 -21,434 -10%
BTS
7
BB&T Securities
Virginia
$8.95M 195,749 +195,749 New
RCAG
8
Rehmann Capital Advisory Group
Michigan
$8.38M 195,705 +195,705 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.25M 158,491 -6,098 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.06M 132,342 +26,256 +25%
KCM
11
Karp Capital Management
California
$5.04M 110,086 +8,335 +8%
VC
12
Vicus Capital
Pennsylvania
$4.72M 103,081 +1,805 +2%
Morgan Stanley
13
Morgan Stanley
New York
$4.55M 99,550 -13,486 -12%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.92M 85,742 -7,399 -8%
SW
15
SVB Wealth
Massachusetts
$3.53M 77,139 -5,245 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.5M 76,483 +4,940 +7%
ST
17
Spinnaker Trust
Maine
$3.4M 74,220 -365 -0.5%
Bank of America
18
Bank of America
North Carolina
$3.37M 73,719 +2,986 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.17M 69,265 -8,855 -11%
5L
20
55I LLC
Massachusetts
$2.71M 59,195 -1,766 -3%
MAP
21
Milestone Advisory Partners
North Carolina
$2.44M 53,221 +18,988 +55%
Stifel Financial
22
Stifel Financial
Missouri
$2.33M 50,823 -1,253 -2%
FA
23
FMA Advisory
Pennsylvania
$2.32M 50,807 -627 -1%
ECM
24
Exchange Capital Management
Michigan
$2.26M 49,291 +268 +0.5%
NR
25
Newfound Research
Massachusetts
$1.96M 42,731 +709 +2%