Fidelity MSCI Consumer Discretionary Index ETF
FDIS
161 hedge funds and large institutions have $364M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 10 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
31% more capital invested
Capital invested by funds: $278M → $364M (+$86.2M)
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
10% more funds holding
Funds holding: 146 → 161 (+15)
2.73% more ownership
Funds ownership: 26.81% → 29.54% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$11M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.35M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$3.66M |
| 5 |
PG
Prostatis Group
Hanover,
Maryland
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$10.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.08M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.49M |
| 4 |
Goldman Sachs
New York
|
-$1.44M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$757K |
FDIS Hedge Fund Activity: Q2 2023 in Review
161 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2023, worth a combined $364M — up 31% from $278M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FDIS positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11M. The largest seller was EP Wealth Advisors, cutting an estimated $10.4M.
- 161 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2023, up from 146 in Q1 2023.
- Funds reported $364M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2023, up 31% quarter-over-quarter.
- 26 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2023 and 10 closed out, a net change of +16 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $11M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2023.