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Fidelity MSCI Consumer Discretionary Index ETF

149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.23% less ownership

Funds ownership: 25.92%24.69% (-1.2%)

18% less funds holding

Funds holding: 182149 (-33)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

36% less capital invested

Capital invested by funds: $387M → $250M (-$138M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 43

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
46
Reduced
57
Closed
43
Calls
$1.56M
Puts
Net Calls
+$1.56M
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$1.12M +$1.29M +19,039 New
JWCA
52
J.W. Cole Advisors
Florida
$1.05M +$15.2K +225 +1%
BWM
53
Birchcreek Wealth Management
Ohio
$1.04M -$31.2K -462 -3%
AAS
54
Ameritas Advisory Services
Nebraska
$1.02M -$34.1K -505 -3%
CW
55
Connectus Wealth
Ohio
$982K -$5.4M -79,847 -83%
LA
56
Lifeworks Advisors
Michigan
$774K +$161K +2,382 +22%
SWM
57
Spire Wealth Management
Virginia
$747K -$133K -1,963 -13%
LA
58
Lynch & Associates
Indiana
$705K +$270 +4 +0%
EIP
59
Ellis Investment Partners
Pennsylvania
$697K +$811 +12 +0.1%
CAN
60
Cetera Advisor Networks
California
$614K +$206K +3,044 +41%
HCA
61
Heck Capital Advisors
Wisconsin
$587K -$1.69M -24,924 -71%
NA
62
NewEdge Advisors
Louisiana
$564K -$184K -2,723 -22%
Renaissance Technologies
63
Renaissance Technologies
New York
$536K +$615K +9,100 New
SCA
64
Southern Capital Advisors
Tennessee
$521K +$377K +5,583 +171%
LFAS
65
Level Four Advisory Services
Texas
$493K -$3.99K -59 -0.7%
UBS Group
66
UBS Group
Switzerland
$470K -$145K -2,145 -21%
PPW
67
Pinnacle Private Wealth
Massachusetts
$440K -$1.35K -20 -0.3%
WIA
68
World Investment Advisors
California
$424K +$17.6K +260 +5%
SW
69
SVB Wealth
Massachusetts
$403K -$65.7K -971 -12%
Citigroup
70
Citigroup
New York
$403K +$106K +1,568 +30%
Jane Street
71
Jane Street
New York
$389K +$447K +6,610 New
SIA
72
Soltis Investment Advisors
Utah
$376K +$3.52K +52 +0.8%
Creative Planning
73
Creative Planning
Kansas
$349K +$29.7K +439 +8%
CA
74
Crumly & Associates
Illinois
$338K -$532K -7,875 -58%
COCM
75
Charter Oak Capital Management
New Hampshire
$335K +$173K +2,564 +82%

FDIS Hedge Fund Activity: Q2 2022 in Review

149 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2022, worth a combined $250M — down 36% from $387M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FDIS and 13 opened new positions — a net loss of 30 holders — while 57 trimmed existing stakes and 46 added.

The largest buyer was KCM Investment Advisors, opening a new position worth an estimated $5M. The largest seller was Wells Fargo, cutting an estimated $9.14M.

  • 149 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2022, down from 182 in Q1 2022.
  • Funds reported $250M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2022 and 43 closed out, a net change of -30 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2022 was KCM Investment Advisors, an estimated $5M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2022 was Wells Fargo, an estimated $9.14M sold.

Based on aggregated 13F filings for Q2 2022.