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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $206K | Put options by funds: $16K

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

7% more capital invested

Capital invested by funds: $489M → $521M (+$32.9M)

0.71% more ownership

Funds ownership: 35.13% → 35.84% (+0.71%)

4% less funds holding

Funds holding: 192 → 185 (-7)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
70
Reduced
50
Closed
29
Calls
$206K
Puts
$16K
Net Calls
+$190K
Net Calls Change
-$110K

Top Buyers

1
CW
Connectus Wealth
Ohio
+$7.29M
2
AM
AGF Management
Ontario, Canada
+$6.28M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.95M
4
Jane Street
Jane Street
New York
+$1.96M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.96M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.86M
2
RWP
RWA Wealth Partners
Massachusetts
-$3.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.23M
4
BCI
Brinker Capital Investments
Pennsylvania
-$2.12M
5
OPS
Orion Portfolio Solutions
Nebraska
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
26
KCM Investment Advisors
California
$4.18M +$21.4K +270 +0.5%
KAS
27
Kestra Advisory Services
Texas
$3.93M +$510K +6,442 +16%
BCM
28
Brookstone Capital Management
Illinois
$3.79M +$144K +1,814 +4%
LNC
29
Lincoln National Corp
Pennsylvania
$3.49M +$386K +4,872 +13%
ASN
30
Advisory Services Network
Georgia
$3.09M +$345K +4,354 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.87M -$771K -9,746 -22%
YWM
32
Yoder Wealth Management
California
$2.87M -$17.5K -221 -0.6%
ECM
33
Exchange Capital Management
Michigan
$2.66M -$53.7K -678 -2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.46M +$285K +3,604 +14%
MWM
35
Maltin Wealth Management
New Jersey
$2.46M +$78.9K +997 +3%
PWM
36
Penobscot Wealth Management
Maine
$2.42M +$430K +5,436 +23%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.32M +$1.9M +24,019 +590%
AWS
38
Atria Wealth Solutions
New York
$2.27M -$555K -7,010 -20%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.16M +$91.8K +1,160 +5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.11M -$487K -6,152 -19%
Jane Street
41
Jane Street
New York
$2.04M +$1.96M +24,779 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.04M +$1.96M +24,733 New
SSWM
43
Smith Salley Wealth Management
North Carolina
$2M +$79.3K +1,002 +4%
Wells Fargo
44
Wells Fargo
California
$1.95M +$429K +5,418 +30%
CI
45
CX Institutional
Indiana
$1.9M +$36.9K +466 +2%
CAN
46
Cetera Advisor Networks
California
$1.87M +$214K +2,703 +14%
EWA
47
EP Wealth Advisors
California
$1.79M -$132K -1,663 -7%
KPWS
48
Kestra Private Wealth Services
Texas
$1.7M +$55.8K +705 +4%
JWCA
49
J.W. Cole Advisors
Florida
$1.64M +$48.6K +614 +3%
RJA
50
Raymond James & Associates
Florida
$1.6M +$56.1K +709 +4%
1
2
3 4 5

FDIS Hedge Fund Activity: Q1 2024 in Review

185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2024, worth a combined $521M — up 6.7% from $489M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FDIS and 23 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 70 added.

The largest buyer was Connectus Wealth, adding an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $8.86M.

  • 185 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2024, down from 192 in Q4 2023.
  • Funds reported $521M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2024 and 29 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2024 was Connectus Wealth, an estimated $7.29M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.86M sold.

Based on aggregated 13F filings for Q1 2024.