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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
RBA
2
Richard Bernstein Advisors
New York
$88.3M
3
AM
3
AGF Management
Ontario, Canada
$32.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$462K
2
Citadel Advisors
2
Citadel Advisors
Florida
$220K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$156M 1,767,235 +1,534,264 +659%
Lido Advisors
2
Lido Advisors
California
$120M 1,360,950 +74,251 +6%
Charles Schwab
3
Charles Schwab
California
$115M 1,296,596 +16,368 +1%
RBA
4
Richard Bernstein Advisors
New York
$88.3M 998,073 +998,073 New
AWM
5
AE Wealth Management
Kansas
$43.8M 494,686 +114,460 +30%
AM
6
AGF Management
Ontario, Canada
$32.6M 368,234 +163,821 +80%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.8M 246,412 +154,205 +167%
MFG
8
Monumental Financial Group
Maryland
$21.7M 245,274 +28,540 +13%
Morgan Stanley
9
Morgan Stanley
New York
$14.9M 169,011 +9,847 +6%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$12.9M 145,922 +141,433 +3,151%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.75M 110,143 -4,055 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.49M 107,292 -47,347 -31%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$9.18M 103,683 -815 -0.8%
Fisher Asset Management
14
Fisher Asset Management
Washington
$9.14M 103,307 +13,851 +15%
LPL Financial
15
LPL Financial
California
$6.36M 71,871 -5,134 -7%
CFD
16
Creative Financial Designs
Indiana
$5.96M 67,371 +5,869 +10%
Stifel Financial
17
Stifel Financial
Missouri
$5.78M 65,377 +8,780 +16%
Mariner
18
Mariner
Kansas
$5.12M 57,866 +3,192 +6%
BCM
19
Beaumont Capital Management
Massachusetts
$4.99M 56,393 +6,474 +13%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.85M 54,837 +22,851 +71%
SA
21
SFI Advisors
New Jersey
$4.77M 53,921 -556 -1%
ACA
22
Atlas Capital Advisors
Wyoming
$4.74M 53,586 +157 +0.3%
KIA
23
KCM Investment Advisors
California
$4.48M 50,677 – –
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$4.42M 50,000 +50,000 New
BCM
25
Brookstone Capital Management
Illinois
$4.41M 49,908 +2,179 +5%
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