Fidelity MSCI Consumer Discretionary Index ETF
FDIS
121 hedge funds and large institutions have $387M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
28% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 32
16% more capital invested
Capital invested by funds: $333M → $387M (+$53.2M)
10% more funds holding
Funds holding: 110 → 121 (+11)
6.71% less ownership
Funds ownership: 44.33% → 37.63% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$10.3M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$9.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.32M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.34M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$48.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.7M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$5.74M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$3.32M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$2.36M |
FDIS Hedge Fund Activity: Q3 2020 in Review
121 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2020, worth a combined $387M — up 16% from $333M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FDIS positions and 17 closed out — a net gain of 13 holders — while 41 added to existing stakes and 32 trimmed.
The largest buyer was Truist Financial, adding an estimated $10.3M. The largest seller was Charles Schwab, cutting an estimated $48.9M.
- 121 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2020, up from 110 in Q2 2020.
- Funds reported $387M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2020, up 16% quarter-over-quarter.
- 30 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2020 and 17 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2020 was Truist Financial, an estimated $10.3M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2020 was Charles Schwab, an estimated $48.9M sold.
Based on aggregated 13F filings for Q3 2020.