Fidelity MSCI Consumer Discretionary Index ETF
FDIS
169 hedge funds and large institutions have $412M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
2% more funds holding
Funds holding: 166 → 169 (+3)
2% more capital invested
Capital invested by funds: $403M → $412M (+$9.23M)
0.4% more ownership
Funds ownership: 25.62% → 26.02% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$13.6M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$11.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$10.1M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$8.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.8M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$2.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
FDIS Hedge Fund Activity: Q3 2021 in Review
169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2021, worth a combined $412M — up 2.3% from $403M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDIS positions and 14 closed out — a net gain of 6 holders — while 51 added to existing stakes and 53 trimmed.
The largest buyer was Lido Advisors, adding an estimated $13.6M. The largest seller was Brookstone Capital Management, cutting an estimated $32M.
- 169 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2021, up from 166 in Q2 2021.
- Funds reported $412M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2021, up 2.3% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2021 and 14 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $13.6M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $32M sold.
Based on aggregated 13F filings for Q3 2021.