Fidelity MSCI Consumer Discretionary Index ETF
FDIS
15 hedge funds and large institutions have $86.1M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 5 closing their positions.
2,366% more capital invested
Capital invested by funds: $3.49M → $86.1M (+$82.6M)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
53.55% more ownership
Funds ownership: 4.6% → 58.15% (+54%)
50% more funds holding
Funds holding: 10 → 15 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$40.9M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$31.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.77M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$2.65M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$558K |
| 2 |
SG Americas Securities
New York
|
-$338K |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$64.8K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$12K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4K |
FDIS Hedge Fund Activity: Q3 2014 in Review
15 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2014, worth a combined $86.1M — up 2,366% from $3.49M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDIS positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $40.9M. The largest seller was Jane Street, exiting entirely with an estimated $558K sold.
- 15 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2014, up from 10 in Q2 2014.
- Funds reported $86.1M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2014, up 2,366% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2014 and 5 closed out, a net change of +5 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $40.9M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2014 was Jane Street, an estimated $558K sold.
Based on aggregated 13F filings for Q3 2014.