FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

164 hedge funds and large institutions have $386M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
KAS
2
Kestra Advisory Services
Texas
$8.61M
3
LNC
3
Lincoln National Corp
Pennsylvania
$4.55M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.47M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.69M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$4.34M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$89.2M 1,168,574 +8,648 +0.7%
Lido Advisors
2
Lido Advisors
California
$46.2M 604,763 -285 -0%
Wells Fargo
3
Wells Fargo
California
$19.2M 251,900 -44,684 -15%
Bank of America
4
Bank of America
North Carolina
$17.3M 227,134 +117,384 +107%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.6M 204,907 -15,245 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.1M 171,364 +4,829 +3%
KAS
7
Kestra Advisory Services
Texas
$8.61M 112,775 +49,929 +79%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.58M 112,439 -127,420 -53%
Morgan Stanley
9
Morgan Stanley
New York
$7.47M 97,825 +20,688 +27%
BFA
10
Beaumont Financial Advisors
Massachusetts
$7.23M 94,639 -25,484 -21%
CA
11
Crumly & Associates
Illinois
$7.07M 92,623 +6,327 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.99M 91,551 +1,182 +1%
NAM
13
NorthCoast Asset Management
Connecticut
$6.94M 90,783 -7,314 -7%
VC
14
Vicus Capital
Pennsylvania
$6.82M 89,278 -12,471 -12%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.78M 75,642 -3,293 -4%
5L
16
55I LLC
Massachusetts
$5.53M 72,449 +324 +0.4%
LPL Financial
17
LPL Financial
California
$4.66M 61,069 +6,560 +12%
LNC
18
Lincoln National Corp
Pennsylvania
$4.55M 59,537 +23,319 +64%
Truist Financial
19
Truist Financial
North Carolina
$4.34M 56,786 -166,150 -75%
Stifel Financial
20
Stifel Financial
Missouri
$4.29M 56,201 +15 +0%
FA
21
FMA Advisory
Pennsylvania
$4.25M 55,672 -608 -1%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$3.81M 49,964 +955 +2%
TGAM
23
TBH Global Asset Management
Tennessee
$3.74M 48,976 +2,773 +6%
FI
24
FormulaFolio Investments
Michigan
$3.69M 47,144 -458,679 -91%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.38M 44,236 -75 -0.2%
1
2 3 4 5