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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
28
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$8.56M
2
AM
2
AGF Management
Ontario, Canada
$14.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
Jane Street
4
Jane Street
New York
$2.04M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$104M 1,255,507 +5,611 +0.4%
Lido Advisors
2
Lido Advisors
California
$101M 1,229,838 -4,564 -0.4%
AWM
3
AE Wealth Management
Kansas
$17M 205,919 -20,259 -9%
MFG
4
Monumental Financial Group
Maryland
$15.1M 183,655 +16,443 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.7M 178,603 -28,184 -14%
VC
6
Vicus Capital
Pennsylvania
$14.6M 177,280 +4,175 +2%
AM
7
AGF Management
Ontario, Canada
$14.2M 172,686 +79,401 +85%
Bank of America
8
Bank of America
North Carolina
$13.5M 163,516 +7,583 +5%
Morgan Stanley
9
Morgan Stanley
New York
$11.5M 139,557 -111,961 -45%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$9.99M 121,077 +75,157 +164%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.19M 111,378 -13,547 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.74M 105,863 +16,241 +18%
DWP
13
Destiny Wealth Partners
Florida
$8.74M 105,986 -8,316 -7%
CW
14
Connectus Wealth
Ohio
$8.56M 103,626 +92,099 +799%
Fisher Asset Management
15
Fisher Asset Management
Washington
$8.16M 98,927 -8,134 -8%
ACA
16
Atlas Capital Advisors
Wyoming
$6.98M 84,566 +10,761 +15%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.83M 83,348 -7,171 -8%
LPL Financial
18
LPL Financial
California
$5.87M 71,192 -17,931 -20%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.48M 66,480 +17,156 +35%
CFD
20
Creative Financial Designs
Indiana
$4.71M 57,133 +2,992 +6%
Stifel Financial
21
Stifel Financial
Missouri
$4.69M 56,905 -309 -0.5%
Mariner
22
Mariner
Kansas
$4.69M 56,889 +5,263 +10%
SA
23
SFI Advisors
New Jersey
$4.57M 55,356 +4,134 +8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.55M 55,146 +19,913 +57%
BCM
25
Beaumont Capital Management
Massachusetts
$4.23M 51,321 -5,584 -10%
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