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Fidelity MSCI Consumer Discretionary Index ETF
FDIS
FDIS
146 hedge funds and large institutions have $265M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
206% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $419K
10% more capital invested
Capital invested by funds: $240M → $265M (+$24.3M)
1.18% more ownership
Funds ownership: 25.55% → 26.73% (+1.2%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 148 → 146 (-2)
Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
45
Closed
18
Calls
$1.28M
Puts
$419K
Net Calls
+$864K
Net Calls Change
+$784K
Top Buyers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.84M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.18M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$4.87M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.65M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.31M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.19M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.38M |
| 3 |
Jane Street
New York
|
-$2.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.59M |
