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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 %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$1.9M 20,170 +2,524 +14%
JWCA
52
J.W. Cole Advisors
Florida
$1.81M 19,225 +11,325 +143%
BFA
53
Beaumont Financial Advisors
Massachusetts
$1.79M 18,996 +18,996 New
RIA
54
Regal Investment Advisors
Michigan
$1.73M 18,372 +1,132 +7%
LA
55
Lynch & Associates
Indiana
$1.72M 18,262 +81 +0.4%
SCA
56
Southern Capital Advisors
Tennessee
$1.62M 17,237 +1,537 +10%
BCI
57
Brinker Capital Investments
Pennsylvania
$1.6M 16,987 +847 +5%
PFA
58
Pathway Financial Advisers
Indiana
$1.54M 16,339 +204 +1%
KPWM
59
KDK Private Wealth Management
Texas
$1.54M 16,333 -170 -1%
NA
60
NewEdge Advisors
Louisiana
$1.43M 15,200 -1,574 -9%
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M 14,208 +3,609 +34%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$1.33M 14,148 -17,042 -55%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.31M 13,950 +377 +3%
EIP
64
Ellis Investment Partners
Pennsylvania
$1.27M 13,541 -225 -2%
AWS
65
Atria Wealth Solutions
New York
$1.21M 12,651 -12,431 -50%
Raymond James Financial
66
Raymond James Financial
Florida
$1.16M 12,375 +1,019 +9%
IRC
67
Investors Research Corp
Georgia
$1.12M 11,902 +1,333 +13%
AAS
68
Ameritas Advisory Services
Nebraska
$1.05M 11,194 -3,877 -26%
ECA
69
Elevated Capital Advisors
Utah
$1.02M 12,080 – –
ACM
70
AlphaStar Capital Management
North Carolina
$1.02M 10,790 +10,790 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$964K 10,192 +359 +4%
SCA
72
Snowden Capital Advisors
New York
$938K 9,972 -75 -0.7%
MWM
73
Meridian Wealth Management
Kentucky
$847K 8,999 -361 -4%
CGH
74
Crossmark Global Holdings
Texas
$822K 8,730 – –
SFPG
75
Stonebridge Financial Planning Group
Florida
$819K 8,710 +298 +4%
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3
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