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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 %
Mariner
26
Mariner
Kansas
$4.32M -$220K -2,601 -5%
KIA
27
KCM Investment Advisors
California
$4.28M – – –
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.23M – – –
ASN
29
Advisory Services Network
Georgia
$4.02M +$130K +1,533 +3%
Ameriprise
30
Ameriprise
Minnesota
$3.55M +$1.87M +22,171 +112%
YWM
31
Yoder Wealth Management
California
$3.5M +$129K +1,525 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.4M -$250K -2,961 -7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$3.24M +$10.1K +120 +0.3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3M -$78.7K -931 -3%
AWMS
35
Advocacy Wealth Management Services
Georgia
$2.89M +$2.54M +30,040 +728%
MWM
36
Maltin Wealth Management
New Jersey
$2.8M +$168K +1,989 +6%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.64M -$5.87M -69,501 -69%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.62M +$386K +4,573 +17%
GA
39
Guerra Advisors
Florida
$2.58M -$6.02M -71,253 -70%
PWM
40
Penobscot Wealth Management
Maine
$2.51M -$509K -6,023 -17%
ECM
41
Exchange Capital Management
Michigan
$2.46M -$48.2K -570 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.46M -$54.2K -641 -2%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.42M -$3.82M -45,177 -61%
Jane Street
44
Jane Street
New York
$2.35M +$2.35M +27,816 New
CI
45
CX Institutional
Indiana
$2.33M +$646K +7,651 +38%
Wells Fargo
46
Wells Fargo
California
$2.33M +$33.4K +395 +1%
LA
47
Lifeworks Advisors
Michigan
$2.19M +$109K +1,295 +5%
UBS Group
48
UBS Group
Switzerland
$2.18M +$273K +3,231 +14%
AWS
49
Atria Wealth Solutions
New York
$2.12M +$968K +11,456 +84%
SSWM
50
Smith Salley Wealth Management
North Carolina
$2.04M +$32.8K +388 +2%
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