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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

202 hedge funds and large institutions have $667M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

78% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 41

62% more capital invested

Capital invested by funds: $412M → $667M (+$255M)

20% more funds holding

Funds holding: 169 → 202 (+33)

7.37% more ownership

Funds ownership: 26.02% → 33.39% (+7.4%)

Holders
202
Holders Change
+33
Holders Change %
+19.53%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
54
Increased
73
Reduced
41
Closed
15
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$500K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$182M
2
KAS
Kestra Advisory Services
Texas
+$8.36M
3
ACA
Atlas Capital Advisors
Wyoming
+$5.56M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.63M
5
DWP
Destiny Wealth Partners
Florida
+$4.39M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$11.7M
2
VC
Vicus Capital
Pennsylvania
-$8.32M
3
RWP
RWA Wealth Partners
Massachusetts
-$6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.24M
5
BCM
Brookstone Capital Management
Illinois
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$4.58M +$2.12M +24,343 +89%
Stifel Financial
27
Stifel Financial
Missouri
$4.47M -$276K -3,174 -6%
DWP
28
Destiny Wealth Partners
Florida
$4.45M +$4.39M +50,455 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.44M +$3.6M +41,377 +461%
SSWM
30
Sheets Smith Wealth Management
North Carolina
$4.29M – – –
OMC
31
Old Mission Capital
Illinois
$4.13M +$4.07M +46,770 New
SI
32
Stephens Inc
Arkansas
$4.01M +$83.6K +961 +2%
SPC
33
Sigma Planning Corp
Michigan
$3.68M +$77.4K +889 +2%
BA
34
Bivin & Associates
Oklahoma
$3.27M +$3.22M +37,053 New
ECM
35
Exchange Capital Management
Michigan
$3.23M -$105K -1,208 -3%
CA
36
Crumly & Associates
Illinois
$3.21M -$679K -7,806 -16%
HCA
37
Heck Capital Advisors
Wisconsin
$3.13M +$25.8K +296 +0.8%
RJA
38
Raymond James & Associates
Florida
$3.05M +$246K +2,829 +9%
QAM
39
Q3 Asset Management
Michigan
$2.96M +$2.92M +33,554 New
MCC
40
Money Concepts Capital
Florida
$2.87M +$2.83M +32,533 New
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$2.87M +$2.83M +32,485 New
MA
42
Maxele Advisors
Missouri
$2.73M +$2.69M +30,883 New
DFG
43
Demars Financial Group
Washington
$2.66M +$88.1K +1,012 +3%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.49M +$235K +2,705 +11%
CFD
45
Creative Financial Designs
Indiana
$2.4M +$392K +4,510 +20%
BFA
46
Beaumont Financial Advisors
Massachusetts
$2.38M -$228K -2,622 -9%
MWM
47
Maltin Wealth Management
New Jersey
$2.37M -$369K -4,242 -14%
SSWM
48
Smith Salley Wealth Management
North Carolina
$2.37M +$180K +2,068 +8%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.26M +$97.1K +1,116 +5%
Citadel Advisors
50
Citadel Advisors
Florida
$2.2M +$2.17M +24,930 New
1
2
3 4 5

FDIS Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2021, worth a combined $667M — up 62% from $412M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FDIS positions and 15 closed out — a net gain of 39 holders — while 73 added to existing stakes and 41 trimmed.

The largest buyer was Prudential Financial, adding an estimated $182M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.7M sold.

  • 202 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $667M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2021, up 62% quarter-over-quarter.
  • 54 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2021 and 15 closed out, a net change of +39 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2021 was Prudential Financial, an estimated $182M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2021 was Empowered Funds, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2021.