FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$104M 1,286,699 +56,861 +5%
Charles Schwab
2
Charles Schwab
California
$104M 1,280,228 +24,721 +2%
AWM
3
AE Wealth Management
Kansas
$30.8M 380,226 +174,307 +85%
Bank of America
4
Bank of America
North Carolina
$18.9M 232,971 +69,455 +42%
MFG
5
Monumental Financial Group
Maryland
$17.6M 216,734 +33,079 +18%
AM
6
AGF Management
Ontario, Canada
$16.6M 204,413 +31,727 +18%
Morgan Stanley
7
Morgan Stanley
New York
$12.9M 159,164 +19,607 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.5M 154,639 -23,964 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.26M 114,198 +8,335 +8%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$8.48M 104,498 +104,498 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.47M 92,207 -19,171 -17%
Fisher Asset Management
12
Fisher Asset Management
Washington
$7.25M 89,456 -9,471 -10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$6.81M 84,055 -37,022 -31%
LPL Financial
14
LPL Financial
California
$6.24M 77,005 +5,813 +8%
CFD
15
Creative Financial Designs
Indiana
$4.98M 61,502 +4,369 +8%
Stifel Financial
16
Stifel Financial
Missouri
$4.58M 56,597 -308 -0.5%
Citadel Advisors
17
Citadel Advisors
Florida
$4.45M 54,912 +47,211 +613%
Mariner
18
Mariner
Kansas
$4.43M 54,674 -2,215 -4%
SA
19
SFI Advisors
New Jersey
$4.41M 54,477 -879 -2%
ACA
20
Atlas Capital Advisors
Wyoming
$4.33M 53,429 -31,137 -37%
KIA
21
KCM Investment Advisors
California
$4.11M 50,677
BCM
22
Beaumont Capital Management
Massachusetts
$4.04M 49,919 -1,402 -3%
BCM
23
Brookstone Capital Management
Illinois
$4.04M 47,729 +1,805 +4%
KAS
24
Kestra Advisory Services
Texas
$4.03M 51,074 +3,395 +7%
Goldman Sachs
25
Goldman Sachs
New York
$3.76M 46,373 +46,373 New