Fidelity MSCI Consumer Discretionary Index ETF
FDIS
193 hedge funds and large institutions have $479M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.
3,750% more call options, than puts
Call options by funds: $308K | Put options by funds: $8K
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
34% more capital invested
Capital invested by funds: $358M → $479M (+$121M)
16% more funds holding
Funds holding: 167 → 193 (+26)
3.55% more ownership
Funds ownership: 30.91% → 34.46% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$43.6M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$12.5M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$8.26M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$8.21M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.57M |
| 2 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$7.45M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$4.72M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.61M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4M |
FDIS Hedge Fund Activity: Q4 2023 in Review
193 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2023, worth a combined $479M — up 34% from $358M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FDIS positions and 16 closed out — a net gain of 27 holders — while 54 added to existing stakes and 60 trimmed.
The largest buyer was Charles Schwab, adding an estimated $43.6M. The largest seller was Envestnet Asset Management, cutting an estimated $7.57M.
- 193 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2023, up from 167 in Q3 2023.
- Funds reported $479M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2023, up 34% quarter-over-quarter.
- 43 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2023 and 16 closed out, a net change of +27 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2023 was Charles Schwab, an estimated $43.6M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $7.57M sold.
Based on aggregated 13F filings for Q4 2023.