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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
WA
201
Win Advisors
Florida
– -$2.77M -34,204 Closed
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
– -$1.79M -22,046 Closed
TCM
203
Triumph Capital Management
Colorado
– -$977K -12,066 Closed
GCP
204
GSA Capital Partners
United Kingdom
– -$889K -10,969 Closed
TRCT
205
Tower Research Capital (TRC)
New York
– -$809K -9,986 Closed
AP
206
Advisors Preferred
Maryland
– -$557K -6,877 Closed
Renaissance Technologies
207
Renaissance Technologies
New York
– -$316K -3,900 Closed
FIM
208
Fernwood Investment Management
Massachusetts
– -$216K -2,671 Closed
BlackRock
209
BlackRock
New York
– -$127K -1,566 Closed
BEI
210
Benjamin Edwards Inc
Missouri
– -$104K -1,285 Closed
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
– -$96K -1,186 Closed
IAIM
212
International Assets Investment Management
Florida
– -$84.1K -1,038 Closed
GI
213
Gradient Investments
Minnesota
– -$50.5K -623 Closed
GLR
214
Great Lakes Retirement
Ohio
– -$30.8K -380 Closed
MG
215
Mather Group
Illinois
– -$15.2K -184 Closed
SIS
216
Sound Income Strategies
Florida
– -$7.86K -97 Closed
EWA
217
EverSource Wealth Advisors
Alabama
– -$8.02K -96 Closed
BHWM
218
Beaird Harris Wealth Management
Texas
– -$3.79K -47 Closed
CP
219
Castleview Partners
Texas
– -$891 -11 Closed
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
– -$648 -8 Closed
WBC
221
West Branch Capital
Massachusetts
– -$179 -2 Closed
5 6 7 8
9

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.