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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146 → 160 (+14)

2.8% more ownership

Funds ownership: 26.73% → 29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
–
Net Calls
+$858K
Net Calls Change
-$6K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M
2
BCM
Beaumont Capital Management
Massachusetts
+$11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.35M
4
RWP
RWA Wealth Partners
Massachusetts
+$3.66M
5
PG
Prostatis Group
Maryland
+$3.01M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$10.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.08M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.49M
4
Goldman Sachs
Goldman Sachs
New York
-$1.44M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$3.31M +$51.4K +770 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$3.19M -$12K -180 -0.4%
KAS
28
Kestra Advisory Services
Texas
$3.07M +$1.5M +22,450 +116%
Ameriprise
29
Ameriprise
Minnesota
$2.73M +$527K +7,888 +27%
AM
30
AGF Management
Ontario, Canada
$2.62M +$465K +6,969 +24%
Jane Street
31
Jane Street
New York
$2.55M +$2.32M +34,783 New
YWM
32
Yoder Wealth Management
California
$2.55M +$196K +2,942 +9%
SIA
33
Soltis Investment Advisors
Utah
$2.52M -$66.8K -1,001 -3%
ECM
34
Exchange Capital Management
Michigan
$2.46M -$99.1K -1,484 -4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.3M +$275K +4,115 +15%
PCS
36
Personal CFO Solutions
New Jersey
$2.19M +$1.99M +29,881 New
MWM
37
Maltin Wealth Management
New Jersey
$2.11M +$3.14K +47 +0.2%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.85M +$138K +2,062 +9%
SPC
39
Sigma Planning Corp
Michigan
$1.84M -$157K -2,357 -9%
PWM
40
Penobscot Wealth Management
Maine
$1.79M +$4.87K +73 +0.3%
EWA
41
EP Wealth Advisors
California
$1.71M -$10.4M -155,297 -99%
SSWM
42
Smith Salley Wealth Management
North Carolina
$1.7M +$81.1K +1,215 +6%
AWM
43
Axxcess Wealth Management
California
$1.6M +$1.45M +21,789 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.52M -$46.3K -694 -3%
RJA
45
Raymond James & Associates
Florida
$1.49M +$1.13M +16,991 +511%
KPWS
46
Kestra Private Wealth Services
Texas
$1.45M +$65.1K +975 +5%
JWCA
47
J.W. Cole Advisors
Florida
$1.39M +$43.3K +648 +4%
FIM
48
Freedom Investment Management
Connecticut
$1.38M +$1.26M +18,848 New
MML Investors Services
49
MML Investors Services
Massachusetts
$1.24M +$443K +6,632 +65%
UBS Group
50
UBS Group
Switzerland
$1.18M -$658K -9,859 -38%
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FDIS Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2023, worth a combined $363M — up 37% from $265M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FDIS positions and 10 closed out — a net gain of 15 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11M. The largest seller was EP Wealth Advisors, cutting an estimated $10.4M.

  • 160 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $363M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2023, up 37% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2023 and 10 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $11M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.