Fidelity MSCI Consumer Discretionary Index ETF
FDIS
47 hedge funds and large institutions have $92.6M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.
31% more capital invested
Capital invested by funds: $70.6M → $92.6M (+$22M)
10.85% more ownership
Funds ownership: 28.6% → 39.45% (+11%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
2% less funds holding
Funds holding: 48 → 47 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$11.5M |
| 3 |
Jane Street
New York
|
+$3.72M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.61M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.95M |
| 4 |
SG Americas Securities
New York
|
-$2.13M |
| 5 |
Morgan Stanley
New York
|
-$563K |
FDIS Hedge Fund Activity: Q4 2016 in Review
47 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2016, worth a combined $92.6M — up 31% from $70.6M a quarter earlier.
Fund positioning in FDIS was balanced in Q4 2016: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $13.9M. The largest seller was Citadel Advisors, cutting an estimated $3.84M.
- 47 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2016, down from 48 in Q3 2016.
- Funds reported $92.6M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2016, up 31% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2016 and 9 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $13.9M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2016 was Citadel Advisors, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2016.