Fidelity MSCI Consumer Discretionary Index ETF
FDIS
188 hedge funds and large institutions have $512M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 16 closing their positions.
1,725% more call options, than puts
Call options by funds: $146K | Put options by funds: $8K
25% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 55
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
1% more funds holding
Funds holding: 186 → 188 (+2)
0.21% more ownership
Funds ownership: 35.89% → 36.1% (+0.21%)
2% less capital invested
Capital invested by funds: $522M → $512M (-$10.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.8M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.52M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$4.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$14.6M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$8.74M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.99M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.49M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$3.05M |
FDIS Hedge Fund Activity: Q2 2024 in Review
188 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2024, worth a combined $512M — down 1.9% from $522M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDIS positions and 16 closed out — a net gain of 4 holders — while 69 added to existing stakes and 55 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.8M. The largest seller was Vicus Capital, exiting entirely with an estimated $14.6M sold.
- 188 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2024, up from 186 in Q1 2024.
- Funds reported $512M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2024, down 1.9% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2024 and 16 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2024 was AE Wealth Management, an estimated $13.8M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2024 was Vicus Capital, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2024.