Fidelity MSCI Consumer Discretionary Index ETF
FDIS
232 hedge funds and large institutions have $1B invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 15 closing their positions.
260% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 15
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
50% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 52
19% more capital invested
Capital invested by funds: $843M → $1B (+$160M)
17% more funds holding
Funds holding: 199 → 232 (+33)
2.03% more ownership
Funds ownership: 47.31% → 49.34% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$25.6M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$22.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.23M |
| 4 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$4.94M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.21M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.76M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$5.58M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.62M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$2.69M |
FDIS Hedge Fund Activity: Q4 2024 in Review
232 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q4 2024, worth a combined $1B — up 19% from $843M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FDIS positions and 15 closed out — a net gain of 39 holders — while 78 added to existing stakes and 52 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $25.6M. The largest seller was Bank of America, cutting an estimated $7.21M.
- 232 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q4 2024, up from 199 in Q3 2024.
- Funds reported $1B of Fidelity MSCI Consumer Discretionary Index ETF stock for Q4 2024, up 19% quarter-over-quarter.
- 54 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q4 2024 and 15 closed out, a net change of +39 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q4 2024 was Apollon Wealth Management, an estimated $25.6M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q4 2024 was Bank of America, an estimated $7.21M sold.
Based on aggregated 13F filings for Q4 2024.