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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
14
Calls
$380K
Puts
$300K
Net Calls
+$80K
Net Calls Change
-$1.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24M
2
Charles Schwab
2
Charles Schwab
California
$35.3M
3
SA
3
SFI Advisors
New Jersey
$2.27M
4
Lido Advisors
4
Lido Advisors
California
$55.3M
5
Bank of America
5
Bank of America
North Carolina
$6.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.18M
2
MFG
2
Monumental Financial Group
Maryland
$4.47M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.23M
5
KIA
5
KCM Investment Advisors
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$55.3M 975,148 +31,867 +3%
Charles Schwab
2
Charles Schwab
California
$35.3M 623,564 +52,471 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.8M 207,537 -6,197 -3%
Fisher Asset Management
4
Fisher Asset Management
Washington
$8.18M 144,286 -3,686 -2%
Bank of America
5
Bank of America
North Carolina
$6.41M 113,054 +27,783 +33%
LPL Financial
6
LPL Financial
California
$4.92M 86,863 -7,622 -8%
Citadel Advisors
7
Citadel Advisors
Florida
$4.74M 83,592 +16,648 +25%
MFG
8
Monumental Financial Group
Maryland
$4.47M 78,789 -36,673 -32%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.37M 77,103 +14,665 +23%
Morgan Stanley
10
Morgan Stanley
New York
$3.78M 66,683 +12,031 +22%
Stifel Financial
11
Stifel Financial
Missouri
$3.63M 64,082 +13,334 +26%
AWS
12
Atria Wealth Solutions
New York
$3.58M 63,240 -4,091 -6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.54M 62,461 -789 -1%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.4M 59,937 -3,608 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.24M 57,158 +14 +0%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.24M 57,130 +57,130 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.18M 56,161 -87,705 -61%
ACA
18
Atlas Capital Advisors
Wyoming
$3.06M 53,962 -16,591 -24%
KIA
19
KCM Investment Advisors
California
$2.84M 50,071 -23,825 -32%
Mariner
20
Mariner
Kansas
$2.7M 47,703 +7,624 +19%
Wells Fargo
21
Wells Fargo
California
$2.58M 45,484 +2,439 +6%
BCM
22
Brookstone Capital Management
Illinois
$2.51M 43,202 +286 +0.7%
Jane Street
23
Jane Street
New York
$2.38M 41,953 -8,584 -17%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.35M 41,421 -34,041 -45%
SA
25
SFI Advisors
New Jersey
$2.27M 40,049 +40,049 New
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