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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

221 hedge funds and large institutions have $804M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
2.97%
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
65
Reduced
75
Closed
26
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$28K

Top Buyers

1
PA
1
PFG Advisors
Arizona
$47.1M
2
IFA
2
Independence Financial Advisors
New Hampshire
$5.51M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.59M
5
AWM
5
AE Wealth Management
Kansas
$64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$86.9M
2
RBA
2
Richard Bernstein Advisors
New York
$47.6M
3
Lido Advisors
3
Lido Advisors
California
$128M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.28M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$4.76M 50,632 -45 -0.1%
SA
27
SFI Advisors
New Jersey
$4.71M 50,029 -2,567 -5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.19M 44,542 +6,181 +16%
YWM
29
Yoder Wealth Management
California
$3.97M 42,187 +828 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.92M 41,619 -23,358 -36%
GA
31
Guerra Advisors
Florida
$3.81M 40,462 +9,964 +33%
SPIA
32
Steward Partners Investment Advisory
New York
$3.59M 38,176 +36,444 +2,104%
CI
33
CX Institutional
Indiana
$3.25M 34,586 +7,034 +26%
MWM
34
Maltin Wealth Management
New Jersey
$3.21M 34,141 +959 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.05M 32,439 -3,060 -9%
PWM
36
Penobscot Wealth Management
Maine
$3.05M 32,417 +2,730 +9%
Jane Street
37
Jane Street
New York
$2.75M 29,207 +1,391 +5%
Citigroup
38
Citigroup
New York
$2.71M 28,847 +10,980 +61%
ECM
39
Exchange Capital Management
Michigan
$2.67M 28,357 -721 -2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.64M 28,042 -1,022 -4%
AWMS
41
Advocacy Wealth Management Services
Georgia
$2.63M 27,955 -6,209 -18%
LA
42
Lifeworks Advisors
Michigan
$2.34M 24,831 -1,120 -4%
Wells Fargo
43
Wells Fargo
California
$2.29M 24,309 -3,209 -12%
SSWM
44
Smith Salley Wealth Management
North Carolina
$2.28M 24,274 +105 +0.4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.28M 24,237 -101,747 -81%
SPC
46
Sigma Planning Corp
Michigan
$2.26M 24,022 +580 +2%
KPWS
47
Kestra Private Wealth Services
Texas
$2.17M 23,118 +2,366 +11%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.17M 23,026 -5,553 -19%
UBS Group
49
UBS Group
Switzerland
$2M 21,249 -4,529 -18%
EWA
50
EP Wealth Advisors
California
$1.9M 20,229 -1,118 -5%
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