Fidelity MSCI Consumer Discretionary Index ETF
FDIS
199 hedge funds and large institutions have $843M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 22 closing their positions.
302% more call options, than puts
Call options by funds: $177K | Put options by funds: $44K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 46
65% more capital invested
Capital invested by funds: $512M → $843M (+$331M)
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
11.21% more ownership
Funds ownership: 36.1% → 47.31% (+11%)
6% more funds holding
Funds holding: 188 → 199 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$82.7M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$13.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.92M |
| 4 |
Goldman Sachs
New York
|
-$3.76M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.77M |
FDIS Hedge Fund Activity: Q3 2024 in Review
199 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2024, worth a combined $843M — up 65% from $512M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FDIS positions and 22 closed out — a net gain of 12 holders — while 76 added to existing stakes and 46 trimmed.
The largest buyer was Bank of America, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $6.53M.
- 199 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2024, up from 188 in Q2 2024.
- Funds reported $843M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2024, up 65% quarter-over-quarter.
- 34 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2024 and 22 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2024 was Bank of America, an estimated $127M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2024 was JP Morgan Chase, an estimated $6.53M sold.
Based on aggregated 13F filings for Q3 2024.