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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
GC
26
Grimes & Company
Massachusetts
$3.82M -$194K -1,937 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.78M -$1.47M -14,641 -27%
CI
28
CX Institutional
Indiana
$3.78M +$647K +6,458 +19%
Mariner
29
Mariner
Kansas
$3.75M +$208K +2,074 +5%
PWM
30
Penobscot Wealth Management
Maine
$3.75M +$571K +5,705 +17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.59M +$570K +5,695 +17%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.53M +$1.57M +15,715 +71%
MWM
33
Maltin Wealth Management
New Jersey
$3.15M -$118K -1,174 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.12M +$1.06M +10,586 +46%
SA
35
SFI Advisors
New Jersey
$2.99M -$1.59M -15,867 -33%
PJSIMP
36
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.99M +$55.1K +550 +2%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$2.59M +$2.75M +27,500 +9,683%
GAA
38
Global Assets Advisory
Florida
$2.54M +$7.05M +70,393 New
UBS Group
39
UBS Group
Switzerland
$2.47M +$376K +3,750 +17%
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.29M +$31.1K +311 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.28M -$9.64M -96,252 -80%
LA
42
Lifeworks Advisors
Michigan
$2.26M +$422K +4,210 +21%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.14M -$303K -3,025 -12%
Wells Fargo
44
Wells Fargo
California
$2.05M -$1.03M -10,239 -32%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$2.02M -$2.75M -27,425 -56%
JE
46
Jacobs Equity
Utah
$1.97M +$554K +5,535 +41%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.91M +$34.5K +344 +2%
LA
48
Lynch & Associates
Indiana
$1.86M +$63.9K +638 +3%
ECA
49
Elevated Capital Advisors
Utah
$1.73M -$143K -1,423 -7%
KPWS
50
Kestra Private Wealth Services
Texas
$1.69M -$450K -4,491 -20%

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.