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Fidelity MSCI Consumer Discretionary Index ETF

116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
33
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$187M 3,877,865 +662,177 +21%
FI
2
FormulaFolio Investments
Michigan
$24M 498,048 +50,416 +11%
Lido Advisors
3
Lido Advisors
California
$23.4M 485,258 +33,176 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M 480,372 -37,576 -7%
BFA
5
Beaumont Financial Advisors
Massachusetts
$17.7M 367,484 -74,545 -17%
Truist Financial
6
Truist Financial
North Carolina
$12.3M 254,075 +254,075 New
Wells Fargo
7
Wells Fargo
California
$10.1M 209,847 +7,238 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.39M 153,228 -5,263 -3%
KCM
9
Karp Capital Management
California
$5.88M 121,847 +11,761 +11%
SIA
10
Soltis Investment Advisors
Utah
$5.16M 106,923 +106,923 New
VC
11
Vicus Capital
Pennsylvania
$4.95M 102,507 -574 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$4.82M 99,985 +435 +0.4%
5L
13
55I LLC
Massachusetts
$4.44M 91,927 +32,732 +55%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.1M 84,984 -47,358 -36%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.08M 84,569 -1,173 -1%
Bank of America
16
Bank of America
North Carolina
$3.98M 82,386 +8,667 +12%
ST
17
Spinnaker Trust
Maine
$3.55M 73,535 -685 -0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.06M 63,413 -13,070 -17%
MWM
19
Maltin Wealth Management
New Jersey
$2.95M 61,091 +61,091 New
SW
20
SVB Wealth
Massachusetts
$2.65M 54,983 -22,156 -29%
MAP
21
Milestone Advisory Partners
North Carolina
$2.56M 53,070 -151 -0.3%
FA
22
FMA Advisory
Pennsylvania
$2.46M 51,004 +197 +0.4%
Stifel Financial
23
Stifel Financial
Missouri
$2.42M 50,100 -723 -1%
NR
24
Newfound Research
Massachusetts
$2.09M 43,348 +617 +1%
DFG
25
Demars Financial Group
Washington
$2.06M 42,603 +42,603 New