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Fidelity MSCI Consumer Discretionary Index ETF

169 hedge funds and large institutions have $412M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
51
Reduced
53
Closed
14
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
+$401K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$71.5M 890,154 +166,010 +23%
Charles Schwab
2
Charles Schwab
California
$39.1M 487,581 +10,459 +2%
Wells Fargo
3
Wells Fargo
California
$20.3M 252,649 -26,626 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M 203,965 +9,855 +5%
Truist Financial
5
Truist Financial
North Carolina
$14.5M 180,306 +123,264 +216%
Osaic Holdings
6
Osaic Holdings
Arizona
$13M 162,338 -6,908 -4%
LPL Financial
7
LPL Financial
California
$11.8M 147,369 +78,558 +114%
EF
8
Empowered Funds
Pennsylvania
$11.7M 145,281 +145,281 New
KAS
9
Kestra Advisory Services
Texas
$9.51M 118,477 -8,542 -7%
BCM
10
Brookstone Capital Management
Illinois
$9.08M 111,115 -390,951 -78%
Bank of America
11
Bank of America
North Carolina
$8.89M 110,702 +3,984 +4%
VC
12
Vicus Capital
Pennsylvania
$8.32M 103,676 +103,676 New
MFG
13
Monumental Financial Group
Maryland
$8.12M 101,183 +9,406 +10%
Morgan Stanley
14
Morgan Stanley
New York
$7.96M 99,185 -628 -0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.8M 97,135 -14,877 -13%
NAM
16
NorthCoast Asset Management
Connecticut
$7.56M 94,061 +12,230 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.21M 89,866 -2,524 -3%
RWP
18
RWA Wealth Partners
Massachusetts
$6M 74,713 +74,713 New
MML Investors Services
19
MML Investors Services
Massachusetts
$5.98M 74,488 -22,737 -23%
5L
20
55I LLC
Massachusetts
$5.88M 73,238 -374 -0.5%
Mariner
21
Mariner
Kansas
$5.42M 67,474 +67,474 New
TGAM
22
TBH Global Asset Management
Tennessee
$4.65M 57,889 +3,248 +6%
MFM
23
Mirsky Financial Management
New York
$4.5M 56,038 +1,359 +2%
Stifel Financial
24
Stifel Financial
Missouri
$4.32M 53,841 -254 -0.5%
FA
25
FMA Advisory
Pennsylvania
$4.24M 52,825 -2,843 -5%