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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

230 hedge funds and large institutions have $997M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+32
Holders Change %
+16.16%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
53
Increased
76
Reduced
53
Closed
15
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$218K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.6M
3
FFS
3
Fischer Financial Services
Pennsylvania
$13.7M
4
GA
4
Guerra Advisors
Florida
$9.92M
5
AWM
5
AE Wealth Management
Kansas
$56.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.19M
3
CFD
3
Creative Financial Designs
Indiana
$760K
4
BCM
4
Brookstone Capital Management
Illinois
$1.1M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$165M 1,690,309 -76,926 -4%
Lido Advisors
2
Lido Advisors
California
$135M 1,383,365 +22,415 +2%
Charles Schwab
3
Charles Schwab
California
$124M 1,267,887 -28,709 -2%
RBA
4
Richard Bernstein Advisors
New York
$95.4M 978,742 -19,331 -2%
AWM
5
AE Wealth Management
Kansas
$56.8M 582,500 +87,814 +18%
AM
6
AGF Management
Ontario, Canada
$41M 420,913 +52,679 +14%
AWM
7
Apollon Wealth Management
South Carolina
$26.7M 273,544 +273,544 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$23.6M 241,809 +241,809 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.8M 233,623 -12,789 -5%
Morgan Stanley
10
Morgan Stanley
New York
$16.7M 171,120 +2,109 +1%
FFS
11
Fischer Financial Services
Pennsylvania
$13.7M 140,168 +140,168 New
Osaic Holdings
12
Osaic Holdings
Arizona
$10.8M 110,980 +837 +0.8%
LPL Financial
13
LPL Financial
California
$10.5M 107,982 +36,111 +50%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.5M 107,788 +496 +0.5%
GA
15
Guerra Advisors
Florida
$9.92M 101,751 +101,751 New
Fisher Asset Management
16
Fisher Asset Management
Washington
$9.89M 101,520 -1,787 -2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$9.83M 100,691 -2,992 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.63M 78,339 +41,540 +113%
ACA
19
Atlas Capital Advisors
Wyoming
$7.34M 75,280 +21,694 +40%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7.19M 73,756 -72,166 -49%
Stifel Financial
21
Stifel Financial
Missouri
$6.38M 65,439 +62 +0.1%
BCM
22
Beaumont Capital Management
Massachusetts
$5.54M 56,803 +410 +0.7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.53M 56,764 +1,927 +4%
KAS
24
Kestra Advisory Services
Texas
$5.44M 55,810 +6,344 +13%
Mariner
25
Mariner
Kansas
$5.24M 53,737 -4,129 -7%
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