Fidelity MSCI Consumer Discretionary Index ETF
FDIS
110 hedge funds and large institutions have $333M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
36% more capital invested
Capital invested by funds: $246M → $333M (+$87.7M)
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
9% more funds holding
Funds holding: 101 → 110 (+9)
1.32% less ownership
Funds ownership: 45.66% → 44.33% (-1.3%)
Top Buyers
Top Sellers
| 1 |
Charles Schwab
San Francisco,
California
|
-$47.4M |
| 2 |
KCM
Karp Capital Management
Sausalito,
California
|
-$4.63M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.33M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$2.73M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.49M |
FDIS Hedge Fund Activity: Q2 2020 in Review
110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2020, worth a combined $333M — up 36% from $246M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FDIS positions and 18 closed out — a net gain of 9 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $21.3M. The largest seller was Charles Schwab, cutting an estimated $47.4M.
- 110 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2020, up from 101 in Q1 2020.
- Funds reported $333M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2020, up 36% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2020 and 18 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $21.3M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2020 was Charles Schwab, an estimated $47.4M sold.
Based on aggregated 13F filings for Q2 2020.