Fidelity MSCI Consumer Discretionary Index ETF
FDIS
146 hedge funds and large institutions have $278M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 18 closing their positions.
206% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $419K
15% more capital invested
Capital invested by funds: $241M → $278M (+$36.6M)
1.18% more ownership
Funds ownership: 25.63% → 26.81% (+1.2%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
2% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 149 → 146 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.84M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.18M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$4.87M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.65M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.19M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.38M |
| 3 |
Jane Street
New York
|
-$2.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.59M |
FDIS Hedge Fund Activity: Q1 2023 in Review
146 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2023, worth a combined $278M — up 15% from $241M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FDIS positions and 18 closed out — a net gain of 1 holder — while 47 added to existing stakes and 46 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $9.84M. The largest seller was Citadel Advisors, cutting an estimated $5.19M.
- 146 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2023, down from 149 in Q4 2022.
- Funds reported $278M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2023 and 18 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $9.84M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2023 was Citadel Advisors, an estimated $5.19M sold.
Based on aggregated 13F filings for Q1 2023.