Fidelity MSCI Consumer Discretionary Index ETF
FDIS
147 hedge funds and large institutions have $447M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
21% more funds holding
Funds holding: 121 → 147 (+26)
16% more capital invested
Capital invested by funds: $387M → $447M (+$60.1M)
12% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 42
3% less ownership
Funds ownership: 37.63% → 34.63% (-3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$33.6M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$5.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.82M |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$3.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$45.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.59M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.32M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$1.91M |
FDIS Hedge Fund Activity: Q4 2020 in Review
147 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2020, worth a combined $447M — up 16% from $387M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FDIS positions and 12 closed out — a net gain of 26 holders — while 47 added to existing stakes and 42 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $33.6M. The largest seller was Charles Schwab, cutting an estimated $45.4M.
- 147 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2020, up from 121 in Q3 2020.
- Funds reported $447M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 38 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2020 and 12 closed out, a net change of +26 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $33.6M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2020 was Charles Schwab, an estimated $45.4M sold.
Based on aggregated 13F filings for Q4 2020.