Fidelity MSCI Consumer Discretionary Index ETF
FDIS
149 hedge funds and large institutions have $250M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 43 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.23% less ownership
Funds ownership: 25.92% → 24.69% (-1.2%)
18% less funds holding
Funds holding: 182 → 149 (-33)
19% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 57
36% less capital invested
Capital invested by funds: $387M → $250M (-$138M)
70% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.47M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$2.45M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.92M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.57M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$5.4M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.19M |
FDIS Hedge Fund Activity: Q2 2022 in Review
149 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2022, worth a combined $250M — down 36% from $387M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of FDIS and 13 opened new positions — a net loss of 30 holders — while 57 trimmed existing stakes and 46 added.
The largest buyer was KCM Investment Advisors, opening a new position worth an estimated $5M. The largest seller was Wells Fargo, cutting an estimated $9.14M.
- 149 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2022, down from 182 in Q1 2022.
- Funds reported $250M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2022, down 36% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2022 and 43 closed out, a net change of -30 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2022 was KCM Investment Advisors, an estimated $5M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2022 was Wells Fargo, an estimated $9.14M sold.
Based on aggregated 13F filings for Q2 2022.