Fidelity MSCI Consumer Discretionary Index ETF
FDIS
166 hedge funds and large institutions have $358M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.
1,269% more call options, than puts
Call options by funds: $671K | Put options by funds: $49K
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
4% more funds holding
Funds holding: 160 → 166 (+6)
1.33% more ownership
Funds ownership: 29.53% → 30.87% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $363M → $358M (-$5.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$5.43M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.98M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.63M |
| 4 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$2.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$7.98M |
| 2 |
Jane Street
New York
|
-$2.09M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.36M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$1.02M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$566K |
FDIS Hedge Fund Activity: Q3 2023 in Review
166 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2023, worth a combined $358M — down 1.5% from $363M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDIS positions and 13 closed out — a net gain of 7 holders — while 57 added to existing stakes and 47 trimmed.
The largest buyer was Lido Advisors, adding an estimated $5.43M. The largest seller was Aprio Wealth Management, exiting entirely with an estimated $7.98M sold.
- 166 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2023, up from 160 in Q2 2023.
- Funds reported $358M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2023 and 13 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2023 was Lido Advisors, an estimated $5.43M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $7.98M sold.
Based on aggregated 13F filings for Q3 2023.