Fidelity MSCI Consumer Discretionary Index ETF
FDIS
51 hedge funds and large institutions have $104M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
0.78% more ownership
Funds ownership: 35.12% → 35.9% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less capital invested
Capital invested by funds: $106M → $104M (-$2.08M)
4% less funds holding
Funds holding: 53 → 51 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.16M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.67M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$1.36M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.08M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.66M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.17M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.05M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VC
51
Vicus Capital
State College,
Pennsylvania
| – | -$2.41M | -67,825 | Closed |
|
|
AIA
52
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$378K | -10,656 | Closed |
|
53
LPL Financial
San Diego,
California
| – | -$203K | -5,705 | Closed |
|
|
SF
54
Synovus Financial
Columbus,
Georgia
| – | -$112K | -3,146 | Closed |
|
55
Creative Planning
Overland Park,
Kansas
| – | -$7K | -204 | Closed |
|
|
WEC
56
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$5.15K | -145 | Closed |
|
FDIS Hedge Fund Activity: Q3 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2017, worth a combined $104M — down 2% from $106M a quarter earlier.
Fund positioning in FDIS was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.16M. The largest seller was Royal Bank of Canada, cutting an estimated $3.66M.
- 51 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2017, down from 53 in Q2 2017.
- Funds reported $104M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2017, down 2% quarter-over-quarter.
- 6 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2017 was Wells Fargo, an estimated $2.16M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2017 was Royal Bank of Canada, an estimated $3.66M sold.
Based on aggregated 13F filings for Q3 2017.