Fidelity MSCI Consumer Discretionary Index ETF
FDIS
148 hedge funds and large institutions have $240M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
27% more call options, than puts
Call options by funds: $380K | Put options by funds: $300K
3% more funds holding
Funds holding: 143 → 148 (+5)
0.28% more ownership
Funds ownership: 25.27% → 25.55% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 48
7% less capital invested
Capital invested by funds: $258M → $240M (-$17.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.47M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$3.18M |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$2.43M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.32M |
| 2 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
-$2.22M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.06M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.49M |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$1.45M |
FDIS Hedge Fund Activity: Q4 2022 in Review
148 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2022, worth a combined $240M — down 6.7% from $258M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FDIS positions and 14 closed out — a net gain of 8 holders — while 46 added to existing stakes and 48 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.47M. The largest seller was Susquehanna International Group, cutting an estimated $5.32M.
- 148 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2022, up from 143 in Q3 2022.
- Funds reported $240M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2022, down 6.7% quarter-over-quarter.
- 22 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2022 and 14 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $3.47M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2022 was Susquehanna International Group, an estimated $5.32M sold.
Based on aggregated 13F filings for Q4 2022.