We are live on ! Find out more
FDIS icon

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
KIA
26
KCM Investment Advisors
California
$4.76M -$3.96K -45 -0.1%
SA
27
SFI Advisors
New Jersey
$4.71M -$226K -2,567 -5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.19M +$544K +6,181 +16%
YWM
29
Yoder Wealth Management
California
$3.97M +$72.9K +828 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.92M -$2.06M -23,358 -36%
GA
31
Guerra Advisors
Florida
$3.81M +$878K +9,964 +33%
SPIA
32
Steward Partners Investment Advisory
New York
$3.59M +$3.21M +36,444 +2,104%
CI
33
CX Institutional
Indiana
$3.25M +$620K +7,034 +26%
MWM
34
Maltin Wealth Management
New Jersey
$3.21M +$84.5K +959 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.05M -$270K -3,060 -9%
PWM
36
Penobscot Wealth Management
Maine
$3.05M +$240K +2,730 +9%
Jane Street
37
Jane Street
New York
$2.75M +$123K +1,391 +5%
Citigroup
38
Citigroup
New York
$2.71M +$967K +10,980 +61%
ECM
39
Exchange Capital Management
Michigan
$2.67M -$63.5K -721 -2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.64M -$90K -1,022 -4%
AWMS
41
Advocacy Wealth Management Services
Georgia
$2.63M -$547K -6,209 -18%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.44M -$450K -5,113 -16%
MA
43
Maxele Advisors
Missouri
$2.37M -$209K -2,370 -9%
LA
44
Lifeworks Advisors
Michigan
$2.34M -$98.7K -1,120 -4%
Wells Fargo
45
Wells Fargo
California
$2.29M -$283K -3,209 -12%
SSWM
46
Smith Salley Wealth Management
North Carolina
$2.28M +$9.25K +105 +0.4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.28M -$8.96M -101,747 -81%
SPC
48
Sigma Planning Corp
Michigan
$2.26M +$51.1K +580 +2%
KPWS
49
Kestra Private Wealth Services
Texas
$2.17M +$208K +2,366 +11%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.17M -$489K -5,553 -19%

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.