Fidelity MSCI Consumer Discretionary Index ETF
FDIS
202 hedge funds and large institutions have $667M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 15 closing their positions.
260% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
78% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 41
62% more capital invested
Capital invested by funds: $412M → $667M (+$255M)
20% more funds holding
Funds holding: 169 → 202 (+33)
7.37% more ownership
Funds ownership: 26.02% → 33.39% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$182M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$8.36M |
| 3 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
+$5.56M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.63M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$11.7M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$8.32M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.24M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.62M |
FDIS Hedge Fund Activity: Q4 2021 in Review
202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2021, worth a combined $667M — up 62% from $412M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FDIS positions and 15 closed out — a net gain of 39 holders — while 73 added to existing stakes and 41 trimmed.
The largest buyer was Prudential Financial, adding an estimated $182M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.7M sold.
- 202 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2021, up from 169 in Q3 2021.
- Funds reported $667M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2021, up 62% quarter-over-quarter.
- 54 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2021 and 15 closed out, a net change of +39 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2021 was Prudential Financial, an estimated $182M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2021 was Empowered Funds, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2021.