We are live on ! Find out more
FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% less ownership

Funds ownership: 46.42%42.66% (-3.8%)

9% less funds holding

Funds holding: 247224 (-23)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

23% less capital invested

Capital invested by funds: $906M → $696M (-$209M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-23
Holders Change %
-9.31%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
68
Reduced
80
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.68M -$5.32M -53,126 -75%
NYLIM
52
New York Life Investment Management
New York
$1.66M +$1.17M +11,675 +191%
TRCT
53
Tower Research Capital (TRC)
New York
$1.61M +$1.31M +13,076 +315%
PFA
54
Pathway Financial Advisers
Indiana
$1.51M -$34.7K -346 -2%
KPWM
55
KDK Private Wealth Management
Texas
$1.5M -$1.1K -11 -0.1%
EWA
56
EP Wealth Advisors
California
$1.5M -$24.9K -249 -2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.39M +$250K +2,493 +19%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.37M -$12.4K -124 -0.8%
ANBT
59
American National Bank & Trust
Texas
$1.34M +$73.5K +734 +5%
AAS
60
Ameritas Advisory Services
Nebraska
$1.29M -$64.3K -642 -4%
RSWM
61
Robertson Stephens Wealth Management
California
$1.28M +$32.9K +328 +2%
JSAM
62
J. Safra Asset Management
New York
$1.28M -$564K -5,630 -29%
SCA
63
Southern Capital Advisors
Tennessee
$1.27M -$365K -3,649 -21%
Raymond James Financial
64
Raymond James Financial
Florida
$1.26M -$34.9K -348 -3%
IRC
65
Investors Research Corp
Georgia
$1.25M +$79.5K +794 +6%
Jane Street
66
Jane Street
New York
$1.18M +$1.05M +10,452 +478%
MWM
67
Meridian Wealth Management
Kentucky
$1.18M +$198K +1,975 +19%
SPC
68
Sigma Planning Corp
Michigan
$1.08M -$159K -1,585 -12%
EIP
69
Ellis Investment Partners
Pennsylvania
$1.04M -$238K -2,381 -18%
SF
70
Summit Financial
New Jersey
$911K -$29.5K -295 -3%
NA
71
NewEdge Advisors
Louisiana
$901K -$353K -3,528 -27%
SC
72
Syon Capital
California
$881K +$73.5K +734 +8%
SCA
73
Snowden Capital Advisors
New York
$875K +$18.2K +182 +2%
BCI
74
Brinker Capital Investments
Pennsylvania
$835K -$779K -7,782 -46%
SWM
75
Spire Wealth Management
Virginia
$794K -$7.61K -76 -0.9%

FDIS Hedge Fund Activity: Q1 2026 in Review

224 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2026, worth a combined $696M — down 23% from $906M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FDIS and 21 opened new positions — a net loss of 18 holders — while 80 trimmed existing stakes and 68 added.

The largest buyer was AE Wealth Management, adding an estimated $13.7M. The largest seller was Bank of America, cutting an estimated $65.5M.

  • 224 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2026, down from 247 in Q4 2025.
  • Funds reported $696M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2026, down 23% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2026 and 39 closed out, a net change of -18 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2026 was AE Wealth Management, an estimated $13.7M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2026 was Bank of America, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2026.