Fidelity MSCI Consumer Discretionary Index ETF
FDIS
93 hedge funds and large institutions have $334M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
19% more funds holding
Funds holding: 78 → 93 (+15)
10% more capital invested
Capital invested by funds: $303M → $334M (+$31.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.8% less ownership
Funds ownership: 50.59% → 47.79% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$11.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.26M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$6.73M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.7M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$13.6M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.39M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.84M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Rockefeller Capital Management
New York
| – | -$13K | -300 | Closed |
|
|
SIS
102
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4K | -83 | Closed |
|
FDIS Hedge Fund Activity: Q3 2018 in Review
93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2018, worth a combined $334M — up 10% from $303M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FDIS positions and 12 closed out — a net gain of 15 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $13.7M.
- 93 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2018, up from 78 in Q2 2018.
- Funds reported $334M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2018, up 10% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2018 and 12 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2018 was FormulaFolio Investments, an estimated $11.8M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2018.