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Fidelity MSCI Consumer Discretionary Index ETF

101 hedge funds and large institutions have $246M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
101
Holders Change
-15
Holders Change %
-12.93%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
37
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$139M 3,682,290 +3,682,290 New
Lido Advisors
2
Lido Advisors
California
$19.7M 521,065 +35,807 +7%
Wells Fargo
3
Wells Fargo
California
$13.7M 362,607 +152,760 +73%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.3M 140,519 -12,709 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.17M 136,857 -343,515 -72%
KCM
6
Karp Capital Management
California
$4.63M 122,683 +836 +0.7%
Bank of America
7
Bank of America
North Carolina
$4.01M 106,253 +23,867 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.17M 83,859 +83,859 New
ST
9
Spinnaker Trust
Maine
$2.73M 72,314 -1,221 -2%
SPL
10
Smart Portfolios LLC
Washington
$2.73M 72,257 +72,257 New
Citadel Advisors
11
Citadel Advisors
Florida
$2.58M 68,274 +43,466 +175%
LPL Financial
12
LPL Financial
California
$2.56M 67,783 +31,661 +88%
Stifel Financial
13
Stifel Financial
Missouri
$2.3M 61,000 +10,900 +22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.25M 59,609 -3,804 -6%
MWM
15
Maltin Wealth Management
New Jersey
$2.16M 57,240 -3,851 -6%
SWM
16
Strategic Wealth Management
Washington
$2.01M 53,167 +53,167 New
FA
17
FMA Advisory
Pennsylvania
$1.82M 48,151 -2,853 -6%
5L
18
55I LLC
Massachusetts
$1.76M 42,891 -49,036 -53%
DFG
19
Demars Financial Group
Washington
$1.68M 44,402 +1,799 +4%
ECM
20
Exchange Capital Management
Michigan
$1.5M 39,792 -1,577 -4%
Truist Financial
21
Truist Financial
North Carolina
$1.46M 38,639 -215,436 -85%
Morgan Stanley
22
Morgan Stanley
New York
$1.36M 36,029 -63,956 -64%
SW
23
SVB Wealth
Massachusetts
$1.34M 35,484 -19,499 -35%
HCA
24
Heck Capital Advisors
Wisconsin
$1.3M 34,559 +2,631 +8%
BCM
25
Beck Capital Management
Texas
$1.25M 33,086 -3,224 -9%