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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

165 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
46
Closed
13
Calls
$671K
Puts
$49K
Net Calls
+$622K
Net Calls Change
-$236K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$78.3M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
AM
4
AGF Management
Ontario, Canada
$4.59M
5
Bank of America
5
Bank of America
North Carolina
$7.65M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$0
2
Jane Street
2
Jane Street
New York
$444K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.41M
4
AWS
4
Atria Wealth Solutions
New York
$3.79M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$78.3M 1,120,748 +73,835 +7%
Charles Schwab
2
Charles Schwab
California
$45.2M 646,376 -6,894 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M 229,662 +35,815 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.6M 209,407 +12 +0%
BCM
5
Beaumont Capital Management
Massachusetts
$11.2M 160,064 -4,062 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.7M 153,394 +26,463 +21%
AWM
7
AE Wealth Management
Kansas
$10.5M 150,705 +40,610 +37%
Fisher Asset Management
8
Fisher Asset Management
Washington
$8.16M 116,841 -7,704 -6%
Bank of America
9
Bank of America
North Carolina
$7.65M 109,491 +28,934 +36%
MFG
10
Monumental Financial Group
Maryland
$6.95M 99,428 +15,737 +19%
Morgan Stanley
11
Morgan Stanley
New York
$6.92M 99,115 +1,831 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.29M 90,387 +698 +0.8%
ACA
13
Atlas Capital Advisors
Wyoming
$6.23M 89,109 +14,369 +19%
LPL Financial
14
LPL Financial
California
$5.85M 83,783 +4,464 +6%
CW
15
Connectus Wealth
Ohio
$5.38M 76,886 -554 -0.7%
AM
16
AGF Management
Ontario, Canada
$4.59M 65,639 +29,892 +84%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.41M 63,134 -18,561 -23%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4M 57,282 -4,213 -7%
Stifel Financial
19
Stifel Financial
Missouri
$3.89M 55,665 -262 -0.5%
AWS
20
Atria Wealth Solutions
New York
$3.79M 54,305 -13,879 -20%
SA
21
SFI Advisors
New Jersey
$3.71M 53,061 +4,785 +10%
Mariner
22
Mariner
Kansas
$3.62M 51,842 -417 -0.8%
KIA
23
KCM Investment Advisors
California
$3.54M 50,650 +312 +0.6%
RWP
24
RWA Wealth Partners
Massachusetts
$3.54M 50,621 -4,196 -8%
CFD
25
Creative Financial Designs
Indiana
$3.38M 48,342 -1,531 -3%
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