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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

110 hedge funds and large institutions have $333M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
35
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.5M
3
HCM
3
Hilton Capital Management
New York
$10.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.46M
5
VC
5
Vicus Capital
Pennsylvania
$4.56M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$139M
2
KCM
2
Karp Capital Management
California
$0
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$776K
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$139M 2,666,703 -1,015,587 -28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.8M 592,488 +455,631 +333%
Lido Advisors
3
Lido Advisors
California
$26.9M 517,301 -3,764 -0.7%
Wells Fargo
4
Wells Fargo
California
$15.2M 291,311 -71,296 -20%
BFA
5
Beaumont Financial Advisors
Massachusetts
$12.5M 240,230 +230,352 +2,332%
HCM
6
Hilton Capital Management
New York
$10.8M 206,898 +206,898 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.46M 162,593 +22,074 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.46M 104,893 +83,291 +386%
Bank of America
9
Bank of America
North Carolina
$5.43M 104,339 -1,914 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.13M 98,505 +14,646 +17%
VC
11
Vicus Capital
Pennsylvania
$4.56M 87,650 +63,069 +257%
LPL Financial
12
LPL Financial
California
$3.78M 72,552 +4,769 +7%
5L
13
55I LLC
Massachusetts
$3.6M 69,144 +26,253 +61%
NAM
14
NorthCoast Asset Management
Connecticut
$3.34M 64,249 +57,388 +836%
ST
15
Spinnaker Trust
Maine
$3.32M 63,882 -8,432 -12%
Stifel Financial
16
Stifel Financial
Missouri
$3.19M 61,349 +349 +0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.88M 55,391 -4,218 -7%
Morgan Stanley
18
Morgan Stanley
New York
$2.62M 50,287 +14,258 +40%
FA
19
FMA Advisory
Pennsylvania
$2.55M 49,013 +862 +2%
SIA
20
Soltis Investment Advisors
Utah
$2.47M 47,423 +47,423 New
CCM
21
Cribstone Capital Management
Maine
$2.23M 42,788 +42,788 New
Truist Financial
22
Truist Financial
North Carolina
$2.13M 40,983 +2,344 +6%
DFG
23
Demars Financial Group
Washington
$2.1M 40,284 -4,118 -9%
ECM
24
Exchange Capital Management
Michigan
$2.05M 39,436 -356 -0.9%
MWM
25
Maltin Wealth Management
New Jersey
$2.01M 38,583 -18,657 -33%
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