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Fidelity Disruptors ETF

21 hedge funds and large institutions have $14.9M invested in Fidelity Disruptors ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

71% more capital invested

Capital invested by funds: $8.71M → $14.9M (+$6.15M)

17% more funds holding

Funds holding: 1821 (+3)

5.06% more ownership

Funds ownership: 9.6%14.66% (+5.1%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$4.97M +$4.75M +172,870 New
Jane Street
2
Jane Street
New York
$2.36M +$995K +36,245 +79%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.97M -$55 -2 -0%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M -$1.57K -57 -0.1%
Citadel Advisors
5
Citadel Advisors
Florida
$1.35M +$5.27K +192 +0.4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$788K -$239K -8,715 -24%
ZIM
7
Zacks Investment Management
Illinois
$389K
KA
8
Kovack Advisors
Florida
$290K -$8.24K -300 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$285K -$341K -12,407 -56%
CWM
10
Congress Wealth Management
Massachusetts
$248K
SFA
11
Sequoia Financial Advisors
Ohio
$240K +$2.31K +84 +1%
PA
12
Parallel Advisors
California
$146K -$11.4K -414 -8%
FFA
13
Farther Finance Advisors
California
$118K -$58.6K -2,133 -34%
AWM
14
Avior Wealth Management
Nebraska
$52.5K +$50.2K +1,827 New
JP Morgan Chase
15
JP Morgan Chase
New York
$44.9K +$42.9K +1,563 New
Osaic Holdings
16
Osaic Holdings
Arizona
$16.6K
TRCT
17
Tower Research Capital (TRC)
New York
$13.4K +$12.9K +468 New
WAS
18
Winch Advisory Services
Wisconsin
$8.85K
LFG
19
Larson Financial Group
Missouri
$6.61K
UBS Group
20
UBS Group
Switzerland
$5.8K -$11.8K -431 -68%
TCM
21
TD Capital Management
Tennessee
$5.21K
ASN
22
Advisory Services Network
Georgia
-$16K -604 Closed

FDIF Hedge Fund Activity: Q1 2024 in Review

21 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptors ETF (FDIF) for Q1 2024, worth a combined $14.9M — up 71% from $8.71M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDIF positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $4.75M. The largest seller was Commonwealth Equity Services, cutting an estimated $341K.

  • 21 institutional investors held Fidelity Disruptors ETF (FDIF) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $14.9M of Fidelity Disruptors ETF stock for Q1 2024, up 71% quarter-over-quarter.
  • 4 funds opened new Fidelity Disruptors ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest Fidelity Disruptors ETF buyer in Q1 2024 was SFMG Wealth Advisors, an estimated $4.75M added.
  • The largest Fidelity Disruptors ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $341K sold.

Based on aggregated 13F filings for Q1 2024.