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Fidelity MSCI Consumer Discretionary Index ETF

146 hedge funds and large institutions have $265M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
47
Reduced
45
Closed
18
Calls
$1.28M
Puts
$419K
Net Calls
+$864K
Net Calls Change
+$784K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$66.6M 1,017,156 +42,008 +4%
Charles Schwab
2
Charles Schwab
California
$42.5M 649,085 +25,521 +4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$8.9M 135,882 -8,404 -6%
AWM
4
Aprio Wealth Management
Georgia
$6.41M 97,959 +97,959 New
MFG
5
Monumental Financial Group
Maryland
$5.44M 83,116 +4,327 +5%
LPL Financial
6
LPL Financial
California
$5.37M 81,976 -4,887 -6%
Bank of America
7
Bank of America
North Carolina
$5.33M 81,325 -31,729 -28%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.24M 80,009 +2,906 +4%
CW
9
Connectus Wealth
Ohio
$5.05M 77,172 +77,172 New
Morgan Stanley
10
Morgan Stanley
New York
$4.9M 74,878 +8,195 +12%
AWS
11
Atria Wealth Solutions
New York
$4.41M 67,323 +4,083 +6%
AWM
12
AE Wealth Management
Kansas
$4.4M 67,271 +36,575 +119%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.05M 61,797 +20,376 +49%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.86M 58,944 -993 -2%
ACA
15
Atlas Capital Advisors
Wyoming
$3.76M 57,498 +3,536 +7%
Mariner
16
Mariner
Kansas
$3.63M 55,504 +7,801 +16%
Stifel Financial
17
Stifel Financial
Missouri
$3.6M 54,924 -9,158 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.59M 54,853 -2,305 -4%
KIA
19
KCM Investment Advisors
California
$3.29M 50,310 +239 +0.5%
SA
20
SFI Advisors
New Jersey
$3.12M 47,678 +7,629 +19%
CFD
21
Creative Financial Designs
Indiana
$3.05M 46,543 +8,717 +23%
BCM
22
Brookstone Capital Management
Illinois
$2.88M 44,471 +1,269 +3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.86M 43,744 -13,386 -23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.52M 38,462 -17,699 -32%
SIA
25
Soltis Investment Advisors
Utah
$2.32M 35,358 +29,025 +458%