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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
GC
26
Grimes & Company
Massachusetts
$4.91M +$4.42M +44,728 +1,512%
KGP
27
Keystone Global Partners
Colorado
$4.77M -$610K -6,171 -12%
YWM
28
Yoder Wealth Management
California
$4.6M +$249K +2,521 +6%
SPIA
29
Steward Partners Investment Advisory
New York
$4.31M +$368K +3,728 +10%
MWM
30
Maltin Wealth Management
New Jersey
$3.54M +$28.4K +287 +0.8%
PWM
31
Penobscot Wealth Management
Maine
$3.43M +$90.6K +917 +3%
CI
32
CX Institutional
Indiana
$3.32M -$228K -2,310 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.11M -$218K -2,206 -7%
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.04M +$1.52M +15,340 +108%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.69M -$189K -1,914 -7%
Citigroup
36
Citigroup
New York
$2.67M -$282K -2,857 -10%
Wells Fargo
37
Wells Fargo
California
$2.64M +$131K +1,323 +5%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.53M +$2.43M +24,600 New
MA
39
Maxele Advisors
Missouri
$2.52M -$62.6K -633 -3%
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.48M -$12K -121 -0.5%
LA
41
Lifeworks Advisors
Michigan
$2.43M -$115K -1,168 -5%
KPWS
42
Kestra Private Wealth Services
Texas
$2.37M -$10.1K -102 -0.4%
UBS Group
43
UBS Group
Switzerland
$2.28M +$94.3K +954 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.22M -$258K -2,615 -11%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$2.09M +$11.8K +119 +0.6%
LA
46
Lynch & Associates
Indiana
$1.96M +$81.1K +821 +4%
JWCA
47
J.W. Cole Advisors
Florida
$1.91M -$60.9K -616 -3%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.84M +$87.1K +881 +5%
SCA
49
Southern Capital Advisors
Tennessee
$1.78M +$2.67K +27 +0.2%
PFA
50
Pathway Financial Advisers
Indiana
$1.7M +$22.3K +226 +1%

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.