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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

159 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
BCM
2
Beaumont Capital Management
Massachusetts
$12M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.31M
4
RWP
4
RWA Wealth Partners
Massachusetts
$4.02M
5
AWM
5
AE Wealth Management
Kansas
$8.07M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.71M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$531K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$283K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$76.8M 1,046,913 +29,757 +3%
Charles Schwab
2
Charles Schwab
California
$47.9M 653,270 +4,185 +0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.4M 209,395 +22,297 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.2M 193,847 +165,517 +584%
BCM
5
Beaumont Capital Management
Massachusetts
$12M 164,126 +164,126 New
Osaic Holdings
6
Osaic Holdings
Arizona
$9.31M 126,931 +65,134 +105%
Fisher Asset Management
7
Fisher Asset Management
Washington
$9.13M 124,545 -11,337 -8%
AWM
8
AE Wealth Management
Kansas
$8.07M 110,095 +42,824 +64%
AWM
9
Aprio Wealth Management
Georgia
$7.98M 108,852 +10,893 +11%
Morgan Stanley
10
Morgan Stanley
New York
$7.13M 97,284 +22,406 +30%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.58M 89,689 +30,745 +52%
MFG
12
Monumental Financial Group
Maryland
$6.14M 83,691 +575 +0.7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.99M 81,695 +1,686 +2%
Bank of America
14
Bank of America
North Carolina
$5.91M 80,557 -768 -0.9%
LPL Financial
15
LPL Financial
California
$5.82M 79,319 -2,657 -3%
CW
16
Connectus Wealth
Ohio
$5.68M 77,440 +268 +0.3%
ACA
17
Atlas Capital Advisors
Wyoming
$5.48M 74,740 +17,242 +30%
AWS
18
Atria Wealth Solutions
New York
$5M 68,184 +861 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.51M 61,495 +6,642 +12%
Stifel Financial
20
Stifel Financial
Missouri
$4.1M 55,927 +1,003 +2%
RWP
21
RWA Wealth Partners
Massachusetts
$4.02M 54,817 +54,817 New
Mariner
22
Mariner
Kansas
$3.83M 52,259 -3,245 -6%
KIA
23
KCM Investment Advisors
California
$3.69M 50,338 +28 +0.1%
CFD
24
Creative Financial Designs
Indiana
$3.66M 49,873 +3,330 +7%
SA
25
SFI Advisors
New Jersey
$3.54M 48,276 +598 +1%
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