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Fidelity MSCI Consumer Discretionary Index ETF

53 hedge funds and large institutions have $106M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $93M → $106M (+$12.7M)

4% more funds holding

Funds holding: 5153 (+2)

0.07% more ownership

Funds ownership: 35.05%35.12% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$5.15K -$35 -1 -0.7%
FA
52
FMA Advisory
Pennsylvania
$828 -$30.7K -868 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
-$5.47M -139,916 Closed
CFP
54
Cornerstone Financial Partners
North Carolina
-$1.02M -29,567 Closed
BCM
55
Beck Capital Management
Texas
-$458K -13,203 Closed
Goldman Sachs
56
Goldman Sachs
New York
-$374K -10,789 Closed
AA
57
Advisory Alpha
Michigan
-$44K -1,265 Closed
AWM
58
AllSquare Wealth Management
New York
-$2K -63 Closed

FDIS Hedge Fund Activity: Q2 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2017, worth a combined $106M — up 14% from $93M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDIS positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.55M. The largest seller was MML Investors Services, exiting entirely with an estimated $5.47M sold.

  • 53 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2017, up from 51 in Q1 2017.
  • Funds reported $106M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 8 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2017 and 6 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2017 was Royal Bank of Canada, an estimated $3.55M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2017 was MML Investors Services, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2017.