Fidelity MSCI Consumer Discretionary Index ETF
FDIS
116 hedge funds and large institutions have $402M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $353M → $402M (+$48.9M)
12% more funds holding
Funds holding: 104 → 116 (+12)
1.85% more ownership
Funds ownership: 49.16% → 51% (+1.8%)
18% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 40
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$30.8M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$11.8M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$2.35M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.54M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.47M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.16M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.75M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.03M |
FDIS Hedge Fund Activity: Q4 2019 in Review
116 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2019, worth a combined $402M — up 14% from $353M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FDIS positions and 12 closed out — a net gain of 17 holders — while 33 added to existing stakes and 40 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $30.8M. The largest seller was Beaumont Financial Advisors, cutting an estimated $3.47M.
- 116 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2019, up from 104 in Q3 2019.
- Funds reported $402M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2019 and 12 closed out, a net change of +17 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $30.8M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2019 was Beaumont Financial Advisors, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2019.