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Fidelity Disruptors ETF

19 hedge funds and large institutions have $13.5M invested in Fidelity Disruptors ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

0.61% less ownership

Funds ownership: 14.66%14.05% (-0.61%)

9% less capital invested

Capital invested by funds: $14.9M → $13.5M (-$1.37M)

10% less funds holding

Funds holding: 2119 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$5.04M +$56.3K +1,997 +1%
Jane Street
2
Jane Street
New York
$2.55M +$169K +6,005 +7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.31M +$723K +25,641 +47%
Citadel Advisors
4
Citadel Advisors
Florida
$1.95M +$587K +20,830 +44%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$316K +$28.6K +1,014 +10%
KA
6
Kovack Advisors
Florida
$294K +$2.82K +100 +1%
CWM
7
Congress Wealth Management
Massachusetts
$250K +$367 +13 +0.2%
SFA
8
Sequoia Financial Advisors
Ohio
$241K +$338 +12 +0.1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$201K -$577K -20,450 -75%
PA
10
Parallel Advisors
California
$147K +$226 +8 +0.2%
FFA
11
Farther Finance Advisors
California
$116K -$1.75K -62 -2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$30.2K +$29.4K +1,044 New
TRCT
13
Tower Research Capital (TRC)
New York
$11K -$2.45K -87 -19%
WAS
14
Winch Advisory Services
Wisconsin
$8.89K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$8.57K -$1.93M -68,303 -100%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.22K -$9.25K -328 -57%
LFG
17
Larson Financial Group
Missouri
$6.65K
TCM
18
TD Capital Management
Tennessee
$5.24K +$28 +1 +0.6%
ZIM
19
Zacks Investment Management
Illinois
-$389K -13,549 Closed
AWM
20
Avior Wealth Management
Nebraska
-$52.5K -1,827 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$44.9K -1,563 Closed
UBS Group
22
UBS Group
Switzerland
-$5.8K -202 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
+$451 +16 New

FDIF Hedge Fund Activity: Q2 2024 in Review

19 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptors ETF (FDIF) for Q2 2024, worth a combined $13.5M — down 9.2% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FDIF and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $723K. The largest seller was Fidelity Investments, cutting an estimated $1.93M.

  • 19 institutional investors held Fidelity Disruptors ETF (FDIF) as of Q2 2024, down from 21 in Q1 2024.
  • Funds reported $13.5M of Fidelity Disruptors ETF stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 2 funds opened new Fidelity Disruptors ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Fidelity Disruptors ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $723K added.
  • The largest Fidelity Disruptors ETF seller in Q2 2024 was Fidelity Investments, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2024.