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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 229227 (-2)

1% less capital invested

Capital invested by funds: $822M → $813M (-$8.52M)

1.51% less ownership

Funds ownership: 47.9%46.39% (-1.5%)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
66
Reduced
79
Closed
26
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
226
Valley National Advisers
Pennsylvania
$1K
HNB
227
Huntington National Bank
Ohio
$94
BlackRock
228
BlackRock
New York
$93 +$88 +1 New
Citadel Advisors
229
Citadel Advisors
Florida
-$7.59M -86,113 Closed
BCM
230
Beaumont Capital Management
Massachusetts
-$5.12M -60,601 Closed
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
-$4.23M -50,000 Closed
Goldman Sachs
232
Goldman Sachs
New York
-$1.58M -18,755 Closed
DC
233
Davenport & Co
Virginia
-$1.47M -17,426 Closed
TCA
234
Transcend Capital Advisors
New Jersey
-$1.17M -13,865 Closed
TRCT
235
Tower Research Capital (TRC)
New York
-$962K -11,387 Closed
AWM
236
Axxcess Wealth Management
California
-$871K -10,309 Closed
Renaissance Technologies
237
Renaissance Technologies
New York
-$575K -6,800 Closed
FTUS
238
Flow Traders U.S.
New York
-$504K -5,969 Closed
GS
239
GTS Securities
New York
-$485K -5,737 Closed
HF
240
HRT Financial
New York
-$381K -4,510 Closed
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
-$278K -3,292 Closed
CSS
242
Cubist Systematic Strategies
Connecticut
-$266K -3,148 Closed
ICP
243
Interchange Capital Partners
Pennsylvania
-$264K -3,125 Closed
CSP
244
Cary Street Partners
Virginia
-$255K -3,014 Closed
M1FG
245
Mach-1 Financial Group
Arkansas
-$245K -2,895 Closed
FPGK
246
Financial Partners Group (Kansas)
Kansas
-$233K -2,761 Closed
PP
247
Patron Partners
Texas
-$225K -2,664 Closed
BTWM
248
Brass Tax Wealth Management
Ohio
-$212K -2,505 Closed
BCM
249
Brookstone Capital Management
Illinois
-$210K -2,487 Closed
CICI
250
Capital Investment Counsel Inc
North Carolina
-$27.7K -328 Closed

FDIS Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2025, worth a combined $813M — down 1% from $822M a quarter earlier.

Fund positioning in FDIS was balanced in Q2 2025: 26 funds opened new positions, 26 closed out, 66 added to existing stakes and 79 trimmed.

The largest buyer was PFG Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $58.1M.

  • 227 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2025, down from 229 in Q1 2025.
  • Funds reported $813M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2025 and 26 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2025 was PFG Advisors, an estimated $58.4M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2025 was Bank of America, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2025.