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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

198 hedge funds and large institutions have $842M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $177K | Put options by funds: $44K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

65% more capital invested

Capital invested by funds: $511M → $842M (+$331M)

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

11.22% more ownership

Funds ownership: 36.06% → 47.28% (+11%)

6% more funds holding

Funds holding: 187 → 198 (+11)

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
46
Closed
22
Calls
$177K
Puts
$44K
Net Calls
+$133K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$127M
2
RBA
Richard Bernstein Advisors
New York
+$82.7M
3
AM
AGF Management
Ontario, Canada
+$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.53M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.34M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.92M
4
Goldman Sachs
Goldman Sachs
New York
-$3.76M
5
WA
Win Advisors
Florida
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$408K -$126K -1,521 -25%
DWM
102
Dakota Wealth Management
Florida
$406K -$237K -2,860 -38%
Franklin Resources
103
Franklin Resources
California
$399K +$249K +3,000 +190%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$384K +$73.6K +888 +26%
CWA
105
Centennial Wealth Advisory
Michigan
$377K +$70.5K +851 +25%
CA
106
Crumly & Associates
Illinois
$373K – – –
ICP
107
Interchange Capital Partners
Pennsylvania
$370K +$347K +4,182 New
HCM
108
Hilton Capital Management
New York
$368K -$20.1K -242 -5%
AFP
109
Alpha Financial Partners
Kentucky
$357K +$334K +4,031 New
EFG
110
Ehrlich Financial Group
California
$357K +$334K +4,031 New
FTS
111
Fifth Third Securities
Ohio
$354K – – –
HIA
112
Harbor Investment Advisory
Maryland
$330K – – –
WPP
113
Whalerock Point Partners
Rhode Island
$325K – – –
LW
114
Linscomb Wealth
Texas
$306K – – –
Corient Private Wealth
115
Corient Private Wealth
Florida
$300K +$281K +3,397 New
AC
116
ASB Consultores
Florida
$300K +$281K +3,392 New
ST
117
Smithfield Trust
Pennsylvania
$290K +$86.2K +1,040 +47%
IAN
118
Integrated Advisors Network
Texas
$276K -$18.6K -225 -7%
CSPAM
119
Cary Street Partners Asset Management
Virginia
$272K +$255K +3,078 New
FPGK
120
Financial Partners Group (Kansas)
Kansas
$270K +$414 +5 +0.2%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$269K -$324K -3,912 -56%
PP
122
Patron Partners
Texas
$268K +$251K +3,025 New
TBNY
123
Trustco Bank (New York)
New York
$264K +$14.9K +180 +6%
PA
124
PFG Advisors
Arizona
$257K +$2.9K +35 +1%
AA
125
Advisory Alpha
Michigan
$244K – – –
3 4
5
6 7

FDIS Hedge Fund Activity: Q3 2024 in Review

198 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2024, worth a combined $842M — up 65% from $511M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FDIS positions and 22 closed out — a net gain of 12 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $6.53M.

  • 198 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2024, up from 187 in Q2 2024.
  • Funds reported $842M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2024, up 65% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2024 and 22 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2024 was Bank of America, an estimated $127M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2024 was JP Morgan Chase, an estimated $6.53M sold.

Based on aggregated 13F filings for Q3 2024.