We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

160 hedge funds and large institutions have $363M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $265M → $363M (+$98.6M)

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

2.8% more ownership

Funds ownership: 26.73%29.53% (+2.8%)

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
57
Reduced
44
Closed
10
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$1.17M -$108K -1,618 -9%
EIP
52
Ellis Investment Partners
Pennsylvania
$1.15M +$237K +3,548 +29%
CANY
53
Caxton Associates (New York)
New York
$1.13M
Wells Fargo
54
Wells Fargo
California
$1.06M -$506K -7,578 -34%
LA
55
Lifeworks Advisors
Michigan
$1.06M -$24.8K -372 -3%
NA
56
NewEdge Advisors
Louisiana
$1.02M -$24.3K -364 -3%
LNC
57
Lincoln National Corp
Pennsylvania
$985K -$594K -8,904 -40%
LA
58
Lynch & Associates
Indiana
$975K +$63.4K +950 +8%
SWM
59
Spire Wealth Management
Virginia
$854K +$16.1K +241 +2%
Marshall Wace
60
Marshall Wace
United Kingdom
$854K +$777K +11,643 New
ASN
61
Advisory Services Network
Georgia
$778K -$231K -3,467 -25%
SCA
62
Southern Capital Advisors
Tennessee
$707K -$23.6K -353 -4%
COCM
63
Charter Oak Capital Management
New Hampshire
$694K -$7.08K -106 -1%
MCM
64
Magnolia Capital Management
New York
$661K +$588K +8,815 +4,521%
BWM
65
Birchcreek Wealth Management
Ohio
$641K -$201K -3,014 -26%
LFAS
66
Level Four Advisory Services
Texas
$622K +$3.34K +50 +0.6%
CAN
67
Cetera Advisor Networks
California
$587K -$67.8K -1,016 -11%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$576K -$110K -1,642 -17%
SS
69
Sunbelt Securities
Texas
$553K +$374K +5,607 +290%
Prudential Financial
70
Prudential Financial
New Jersey
$537K +$126K +1,886 +35%
HCM
71
Hall Capital Management
Rhode Island
$537K
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$531K -$2.08M -31,223 -81%
SCA
73
Snowden Capital Advisors
New York
$509K +$34K +510 +8%
IRC
74
Investors Research Corp
Georgia
$509K +$13.2K +197 +3%
GCP
75
GSA Capital Partners
United Kingdom
$494K -$71.9K -1,077 -14%

FDIS Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2023, worth a combined $363M — up 37% from $265M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FDIS positions and 10 closed out — a net gain of 15 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11M. The largest seller was EP Wealth Advisors, cutting an estimated $10.4M.

  • 160 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $363M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2023, up 37% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2023 and 10 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $11M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.