FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

166 hedge funds and large institutions have $403M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
63
Reduced
47
Closed
15
Calls
$422K
Puts
$414K
Net Calls
+$8K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$58.7M 724,144 +119,381 +20%
BCM
2
Brookstone Capital Management
Illinois
$41.2M 502,066 +502,066 New
Charles Schwab
3
Charles Schwab
California
$38.7M 477,122 -691,452 -59%
Wells Fargo
4
Wells Fargo
California
$22.6M 279,275 +27,375 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.7M 194,110 -10,797 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.7M 169,246 -2,118 -1%
KAS
7
Kestra Advisory Services
Texas
$10.3M 127,019 +14,244 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.08M 112,012 -427 -0.4%
Bank of America
9
Bank of America
North Carolina
$8.65M 106,718 -120,416 -53%
Morgan Stanley
10
Morgan Stanley
New York
$8.09M 99,813 +1,988 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$7.88M 97,225 +21,583 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.49M 92,390 +839 +0.9%
MFG
13
Monumental Financial Group
Maryland
$7.44M 91,777 +83,426 +999%
NAM
14
NorthCoast Asset Management
Connecticut
$6.64M 81,831 -8,952 -10%
5L
15
55I LLC
Massachusetts
$5.97M 73,612 +1,163 +2%
LPL Financial
16
LPL Financial
California
$5.58M 68,811 +7,742 +13%
Truist Financial
17
Truist Financial
North Carolina
$4.63M 57,042 +256 +0.5%
LNC
18
Lincoln National Corp
Pennsylvania
$4.54M 55,987 -3,550 -6%
FA
19
FMA Advisory
Pennsylvania
$4.51M 55,668 -4 -0%
MFM
20
Mirsky Financial Management
New York
$4.43M 54,679 +51,912 +1,876%
TGAM
21
TBH Global Asset Management
Tennessee
$4.43M 54,641 +5,665 +12%
Stifel Financial
22
Stifel Financial
Missouri
$4.39M 54,095 -2,106 -4%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$4.05M 49,964
APA
24
Allegiant Private Advisors
Florida
$4M 49,311 +37,411 +314%
CA
25
Crumly & Associates
Illinois
$3.99M 49,151 -43,472 -47%