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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

227 hedge funds and large institutions have $818M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
77
Reduced
78
Closed
25
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
-$97K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$126M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.28M
4
AWM
4
AE Wealth Management
Kansas
$55M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$2.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$116K
2
AWM
2
Apollon Wealth Management
South Carolina
$8.84M
3
AM
3
AGF Management
Ontario, Canada
$22.8M
4
Bank of America
4
Bank of America
North Carolina
$134M
5
GA
5
Guerra Advisors
Florida
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
226
Brown, Lisle/Cummings
Rhode Island
$1.01K – – –
VNA
227
Valley National Advisers
Pennsylvania
$1K – – –
HNB
228
Huntington National Bank
Ohio
$85 -$97 – –
GWA
229
GGM Wealth Advisors
Maryland
– -$3.22M -33,057 Closed
PCS
230
Personal CFO Solutions
New Jersey
– -$1.02M -10,462 Closed
QAM
231
Q3 Asset Management
Michigan
– -$1.01M -10,346 Closed
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
– -$833K -8,548 Closed
FFS
233
Founders Financial Securities
Maryland
– -$517K -5,308 Closed
DWM
234
Dakota Wealth Management
Florida
– -$413K -4,235 Closed
AP
235
Advisors Preferred
Maryland
– -$371K -3,857 Closed
AC
236
ASB Consultores
Florida
– -$331K -3,392 Closed
RRA
237
Round Rock Advisors
Connecticut
– -$224K -2,300 Closed
SEIA
238
Signature Estate & Investment Advisors
California
– -$215K -2,207 Closed
SW
239
SVB Wealth
Massachusetts
– -$213K -2,183 Closed
SWP
240
Stratos Wealth Partners
Ohio
– -$205K -2,103 Closed
WWA
241
Wingate Wealth Advisors
Massachusetts
– -$48.7K -500 Closed
EBA
242
Eagle Bay Advisors
New York
– -$39K -400 Closed
CFB
243
Cullen/Frost Bankers
Texas
– -$33.1K -340 Closed
VWM
244
Venturi Wealth Management
Texas
– -$32.1K -329 Closed
GTAM
245
Global Trust Asset Management
Florida
– -$19.7K -202 Closed
EW
246
Element Wealth
Mississippi
– -$18.5K -190 Closed
PCA
247
PMV Capital Advisers
Texas
– -$10.2K -105 Closed
Q1WB
248
Quest 10 Wealth Builders
Virginia
– -$8.58K -88 Closed
KIM
249
Kestra Investment Management
Texas
– -$6.34K -65 Closed
MDA
250
Minot DeBlois Advisors
Massachusetts
– -$6.19K -64 Closed
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