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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% less ownership

Funds ownership: 46.42%42.66% (-3.8%)

9% less funds holding

Funds holding: 247224 (-23)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

23% less capital invested

Capital invested by funds: $906M → $696M (-$209M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-23
Holders Change %
-9.31%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
68
Reduced
80
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$140M +$1.97M +19,658 +1%
Charles Schwab
2
Charles Schwab
California
$122M +$6.31M +62,980 +5%
AWM
3
AE Wealth Management
Kansas
$103M +$13.7M +136,414 +14%
AM
4
AGF Management
Ontario, Canada
$28M -$195K -1,947 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$23.1M +$4.4M +43,957 +22%
Bank of America
6
Bank of America
North Carolina
$18.5M -$65.5M -653,615 -77%
AssetMark Inc
7
AssetMark Inc
California
$17.4M -$2.59M -25,878 -12%
FFS
8
Fischer Financial Services
Pennsylvania
$13.2M +$403K +4,024 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.8M -$2.94M -29,389 -19%
LPL Financial
10
LPL Financial
California
$11.3M -$1.25M -12,529 -9%
KAS
11
Kestra Advisory Services
Texas
$8.07M +$436K +4,351 +5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.02M +$1.85M +18,482 +33%
IFA
13
Independence Financial Advisors
New Hampshire
$6.35M +$631K +6,297 +10%
Fisher Asset Management
14
Fisher Asset Management
Washington
$6.24M -$46.4K -463 -0.7%
YWM
15
Yoder Wealth Management
California
$5.55M +$765K +7,637 +15%
KGP
16
Keystone Global Partners
Colorado
$5.51M +$183K +1,825 +3%
Stifel Financial
17
Stifel Financial
Missouri
$5.28M -$410K -4,096 -7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.24M +$282K +2,814 +5%
Citigroup
19
Citigroup
New York
$4.79M +$1.59M +15,855 +45%
KIA
20
KCM Investment Advisors
California
$4.73M +$4.21K +42 +0.1%
Goldman Sachs
21
Goldman Sachs
New York
$4.63M +$4.97M +49,670 New
ACA
22
Atlas Capital Advisors
Wyoming
$4.41M -$938K -9,368 -17%
Two Sigma Investments
23
Two Sigma Investments
New York
$4.36M -$1.12M -11,200 -19%
SPIA
24
Steward Partners Investment Advisory
New York
$4.21M +$279K +2,781 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.92M -$3.72M -37,118 -47%

FDIS Hedge Fund Activity: Q1 2026 in Review

224 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2026, worth a combined $696M — down 23% from $906M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FDIS and 21 opened new positions — a net loss of 18 holders — while 80 trimmed existing stakes and 68 added.

The largest buyer was AE Wealth Management, adding an estimated $13.7M. The largest seller was Bank of America, cutting an estimated $65.5M.

  • 224 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2026, down from 247 in Q4 2025.
  • Funds reported $696M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2026, down 23% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2026 and 39 closed out, a net change of -18 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2026 was AE Wealth Management, an estimated $13.7M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2026 was Bank of America, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2026.