Fidelity MSCI Consumer Discretionary Index ETF
FDIS
71 hedge funds and large institutions have $214M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 6 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 10
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
73% more capital invested
Capital invested by funds: $124M → $214M (+$90M)
13% more funds holding
Funds holding: 63 → 71 (+8)
8.31% more ownership
Funds ownership: 35.29% → 43.6% (+8.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$53.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.58M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5.57M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.12M |
| 3 |
SG Americas Securities
New York
|
-$1.55M |
| 4 |
Morgan Stanley
New York
|
-$599K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$445K |
FDIS Hedge Fund Activity: Q1 2018 in Review
71 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2018, worth a combined $214M — up 73% from $124M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDIS positions and 6 closed out — a net gain of 8 holders — while 34 added to existing stakes and 10 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $53.8M. The largest seller was Bright Rock Capital Management, exiting entirely with an estimated $5.57M sold.
- 71 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2018, up from 63 in Q4 2017.
- Funds reported $214M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2018, up 73% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2018 and 6 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $53.8M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2018 was Bright Rock Capital Management, an estimated $5.57M sold.
Based on aggregated 13F filings for Q1 2018.