Fidelity MSCI Consumer Discretionary Index ETF
FDIS
182 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 36 closing their positions.
7.47% less ownership
Funds ownership: 33.39% → 25.92% (-7.5%)
10% less funds holding
Funds holding: 202 → 182 (-20)
13% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 69
42% less capital invested
Capital invested by funds: $667M → $387M (-$279M)
47% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 36
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.5M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$8.05M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.61M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.45M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$160M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$11.1M |
| 3 |
SSIM
Sheets Smith Investment Management
Houston,
Texas
|
-$8.76M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.7M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$7.24M |
FDIS Hedge Fund Activity: Q1 2022 in Review
182 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2022, worth a combined $387M — down 42% from $667M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of FDIS and 19 opened new positions — a net loss of 17 holders — while 69 trimmed existing stakes and 60 added.
The largest buyer was Susquehanna International Group, adding an estimated $8.5M. The largest seller was Prudential Financial, cutting an estimated $160M.
- 182 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2022, down from 202 in Q4 2021.
- Funds reported $387M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2022, down 42% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2022 and 36 closed out, a net change of -17 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $8.5M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2022 was Prudential Financial, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2022.