Fidelity MSCI Consumer Discretionary Index ETF
FDIS
83 hedge funds and large institutions have $247M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 26 closing their positions.
4.29% less ownership
Funds ownership: 47.79% → 43.5% (-4.3%)
11% less funds holding
Funds holding: 93 → 83 (-10)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
26% less capital invested
Capital invested by funds: $334M → $247M (-$86.7M)
31% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$32.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.83M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$2.95M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.59M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$24.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.51M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.46M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.05M |
FDIS Hedge Fund Activity: Q4 2018 in Review
83 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2018, worth a combined $247M — down 26% from $334M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FDIS and 18 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $32.2M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $24.9M sold.
- 83 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2018, down from 93 in Q3 2018.
- Funds reported $247M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2018 and 26 closed out, a net change of -8 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $32.2M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2018.