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Fidelity MSCI Consumer Discretionary Index ETF

147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
47
Reduced
42
Closed
12
Calls
Puts
$2.74M
Net Calls
-$2.74M
Net Calls Change
-$2.74M
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$82.9M 1,159,926 -684,558 -37%
Lido Advisors
2
Lido Advisors
California
$43.3M 605,048 +22,023 +4%
FI
3
FormulaFolio Investments
Michigan
$36.2M 505,823 +505,823 New
HCM
4
Hilton Capital Management
New York
$24.2M 338,207 -21,982 -6%
Wells Fargo
5
Wells Fargo
California
$21.2M 296,584 +43,871 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.2M 239,859 -5,464 -2%
Truist Financial
7
Truist Financial
North Carolina
$15.9M 222,936 +9,174 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.7M 220,152 +72,568 +49%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.9M 166,535 +20,991 +14%
BFA
10
Beaumont Financial Advisors
Massachusetts
$8.59M 120,123 -23,705 -16%
SSIM
11
Sheets Smith Investment Management
Texas
$8.5M 118,914 +118,914 New
Bank of America
12
Bank of America
North Carolina
$7.85M 109,750 +6,211 +6%
VC
13
Vicus Capital
Pennsylvania
$7.28M 101,749 +2,738 +3%
NAM
14
NorthCoast Asset Management
Connecticut
$7.02M 98,097 +14,031 +17%
CA
15
Crumly & Associates
Illinois
$6.58M 86,296 +80,441 +1,374%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.46M 90,369 -18,097 -17%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.64M 78,935 -4,281 -5%
Morgan Stanley
18
Morgan Stanley
New York
$5.52M 77,137 +13,527 +21%
5L
19
55I LLC
Massachusetts
$5.16M 72,125 -2,834 -4%
KAS
20
Kestra Advisory Services
Texas
$4.5M 62,846 -35,000 -36%
FA
21
FMA Advisory
Pennsylvania
$4.02M 56,280 +587 +1%
Stifel Financial
22
Stifel Financial
Missouri
$4.02M 56,186 +1,066 +2%
LPL Financial
23
LPL Financial
California
$3.9M 54,509 -20,944 -28%
BCI
24
Brinker Capital Investments
Pennsylvania
$3.87M 54,159 -676 -1%
SSWM
25
Sheets Smith Wealth Management
North Carolina
$3.5M 49,009 +49,009 New