Fidelity MSCI Consumer Discretionary Index ETF
FDIS
6 hedge funds and large institutions have $8.25M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
25.91% less ownership
Funds ownership: 46.8% → 20.88% (-26%)
38% less capital invested
Capital invested by funds: $13.3M → $8.25M (-$5.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.87M |
| 2 |
JG
Jefferies Group
New York
|
+$878K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$512K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$87.3K |
| 5 |
AIG
American International Group
New York
|
+$2.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.4M |
| 2 |
Goldman Sachs
New York
|
-$2.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
FDIS Hedge Fund Activity: Q1 2014 in Review
6 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2014, worth a combined $8.25M — down 38% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDIS positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.87M. The largest seller was Bank of America, exiting entirely with an estimated $5.4M sold.
- 6 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2014, up from 4 in Q4 2013.
- Funds reported $8.25M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2014, down 38% quarter-over-quarter.
- 4 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2014 and 2 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2014 was Commonwealth Equity Services, an estimated $1.87M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2014 was Bank of America, an estimated $5.4M sold.
Based on aggregated 13F filings for Q1 2014.