Fidelity MSCI Consumer Discretionary Index ETF
FDIS
95 hedge funds and large institutions have $329M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
10% more capital invested
Capital invested by funds: $299M → $329M (+$29.9M)
6% more funds holding
Funds holding: 90 → 95 (+5)
1.6% more ownership
Funds ownership: 45.69% → 47.28% (+1.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.53M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$3.71M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.57M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.52M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$944K |
| 4 |
Jane Street
New York
|
-$510K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$440K |
FDIS Hedge Fund Activity: Q2 2019 in Review
95 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2019, worth a combined $329M — up 10% from $299M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDIS positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 28 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.53M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $7.13M.
- 95 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2019, up from 90 in Q1 2019.
- Funds reported $329M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2019 and 12 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $4.53M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $7.13M sold.
Based on aggregated 13F filings for Q2 2019.