Fidelity MSCI Consumer Discretionary Index ETF
FDIS
185 hedge funds and large institutions have $521M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 29 closing their positions.
1,188% more call options, than puts
Call options by funds: $206K | Put options by funds: $16K
40% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 50
7% more capital invested
Capital invested by funds: $489M → $521M (+$32.9M)
0.71% more ownership
Funds ownership: 35.13% → 35.84% (+0.71%)
4% less funds holding
Funds holding: 192 → 185 (-7)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.29M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$6.28M |
| 3 |
JP Morgan Chase
New York
|
+$5.95M |
| 4 |
Jane Street
New York
|
+$1.96M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.86M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.23M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.12M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.12M |
FDIS Hedge Fund Activity: Q1 2024 in Review
185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2024, worth a combined $521M — up 6.7% from $489M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FDIS and 23 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 70 added.
The largest buyer was Connectus Wealth, adding an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $8.86M.
- 185 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2024, down from 192 in Q4 2023.
- Funds reported $521M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2024 and 29 closed out, a net change of -6 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2024 was Connectus Wealth, an estimated $7.29M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.86M sold.
Based on aggregated 13F filings for Q1 2024.