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Fidelity MSCI Consumer Discretionary Index ETF

229 hedge funds and large institutions have $845M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

4% more capital invested

Capital invested by funds: $813M → $845M (+$31.5M)

1% more funds holding

Funds holding: 227229 (+2)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

2.47% less ownership

Funds ownership: 46.39%43.92% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
67
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
226
LRI Investments
Florida
$1.23K +$1.19K +12 New
DSC
227
Duncker Streett & Co
Missouri
$309 +$297 +3 New
HNB
228
Huntington National Bank
Ohio
$103
BlackRock
229
BlackRock
New York
$102
RCM
230
Raleigh Capital Management
North Carolina
$39
Jane Street
231
Jane Street
New York
-$2.75M -29,207 Closed
AWMS
232
Advocacy Wealth Management Services
Georgia
-$2.63M -27,955 Closed
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
-$2.44M -25,900 Closed
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
-$1.33M -14,148 Closed
ACM
235
AlphaStar Capital Management
North Carolina
-$1.02M -10,790 Closed
WIA
236
World Investment Advisors
California
-$590K -6,267 Closed
GCP
237
GSA Capital Partners
United Kingdom
-$485K -5,157 Closed
OMC
238
Old Mission Capital
Illinois
-$443K -4,705 Closed
IAN
239
Integrated Advisors Network
Texas
-$334K -3,551 Closed
Pathstone Holdings
240
Pathstone Holdings
New Jersey
-$265K -2,812 Closed
IWC
241
Integrated Wealth Concepts
Massachusetts
-$226K -2,405 Closed
D.E. Shaw & Co
242
D.E. Shaw & Co
New York
-$202K -2,148 Closed
AWM
243
Avondale Wealth Management
Texas
-$117K -1,248 Closed
CCM
244
Chilton Capital Management
Texas
-$49.6K -527 Closed
SFC
245
SYM Financial Corp
Indiana
-$49.3K -524 Closed
AAP
246
Arax Advisory Partners
Colorado
-$38.2K -406 Closed
HR
247
Howe & Rusling
New York
-$37.3K -397 Closed
CMP
248
Coston McIsaac & Partners
Maine
-$21K -229 Closed
RI
249
Ridgewood Investments
New Jersey
-$10.9K -116 Closed
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
-$5.96K -63 Closed

FDIS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2025, worth a combined $845M — up 3.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FDIS positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Lido Advisors, adding an estimated $12.1M. The largest seller was PFG Advisors, cutting an estimated $65.4M.

  • 229 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2025, up from 227 in Q2 2025.
  • Funds reported $845M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2025 was Lido Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2025 was PFG Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.