We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

51 hedge funds and large institutions have $104M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

0.78% more ownership

Funds ownership: 35.12%35.9% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less capital invested

Capital invested by funds: $106M → $104M (-$2.08M)

4% less funds holding

Funds holding: 5351 (-2)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$725K +$300K +8,437 +72%
Bank of America
27
Bank of America
North Carolina
$697K -$2.05M -57,724 -75%
RPG
28
Risk Paradigm Group
Texas
$572K -$33.1K -930 -6%
IA
29
IFP Advisors
Florida
$528K +$445K +12,512 +566%
FA
30
FDx Advisors
Illinois
$389K +$2.56K +72 +0.7%
LA
31
Lynch & Associates
Indiana
$376K -$3.7K -104 -1%
UBS Group
32
UBS Group
Switzerland
$365K +$82.6K +2,321 +30%
WPP
33
Whalerock Point Partners
Rhode Island
$352K +$53.4K +1,502 +18%
SCA
34
Snowden Capital Advisors
New York
$299K +$296K +8,333 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$234K +$11.9K +334 +5%
TSS
36
Two Sigma Securities
New York
$223K +$221K +6,221 New
HCA
37
Heck Capital Advisors
Wisconsin
$193K +$70.4K +1,980 +58%
JP Morgan Chase
38
JP Morgan Chase
New York
$129K +$33.3K +935 +35%
SPIA
39
Steward Partners Investment Advisory
New York
$80K +$79.6K +2,238 New
KF
40
Krilogy Financial
Missouri
$79K +$1.39K +39 +2%
CFD
41
Creative Financial Designs
Indiana
$77K
GWM
42
Geneos Wealth Management
Colorado
$72K +$249 +7 +0.3%
PCFFS
43
Pacific Center for Financial Services
California
$60K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$41K -$3.66M -102,942 -99%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$9.25K +260 +43%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$28K
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$17.7K -$14.1K -397 -45%
BlackRock
48
BlackRock
New York
$15K -$1.92K -54 -12%
AIM
49
Advantage Investment Management
Iowa
$10K
SEI Investments
50
SEI Investments
Pennsylvania
$6K +$6.05K +170 New

FDIS Hedge Fund Activity: Q3 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2017, worth a combined $104M — down 2% from $106M a quarter earlier.

Fund positioning in FDIS was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.16M. The largest seller was Royal Bank of Canada, cutting an estimated $3.66M.

  • 51 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2017, down from 53 in Q2 2017.
  • Funds reported $104M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2017, down 2% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2017 was Wells Fargo, an estimated $2.16M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2017 was Royal Bank of Canada, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2017.