Fidelity MSCI Consumer Discretionary Index ETF
FDIS
63 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
24% more funds holding
Funds holding: 51 → 63 (+12)
19% more capital invested
Capital invested by funds: $104M → $124M (+$19.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.61% less ownership
Funds ownership: 35.9% → 35.29% (-0.61%)
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.51M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.91M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.28M |
| 4 |
Goldman Sachs
New York
|
-$967K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$846K |
FDIS Hedge Fund Activity: Q4 2017 in Review
63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2017, worth a combined $124M — up 19% from $104M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDIS positions and 3 closed out — a net gain of 12 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $4.65M. The largest seller was Envestnet Asset Management, cutting an estimated $2.51M.
- 63 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $124M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 15 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $4.65M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2017.