Fidelity MSCI Consumer Discretionary Index ETF
FDIS
229 hedge funds and large institutions have $822M 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, 80 reducing their positions, and 25 closing their positions.
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
1% less funds holding
Funds holding: 231 → 229 (-2)
4% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 80
1.28% less ownership
Funds ownership: 49.18% → 47.9% (-1.3%)
18% less capital invested
Capital invested by funds: $999M → $822M (-$178M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$10.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.08M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.4M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22.6M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$15.9M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$14.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.1M |
| 5 |
GA
Guerra Advisors
Miami,
Florida
|
-$6.7M |
FDIS Hedge Fund Activity: Q1 2025 in Review
229 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2025, worth a combined $822M — down 18% from $999M a quarter earlier.
Fund positioning in FDIS was balanced in Q1 2025: 25 funds opened new positions, 25 closed out, 77 added to existing stakes and 80 trimmed.
The largest buyer was Lido Advisors, adding an estimated $10.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $22.6M.
- 229 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2025, down from 231 in Q4 2024.
- Funds reported $822M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2025, down 18% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2025 and 25 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2025 was Lido Advisors, an estimated $10.4M added.
- The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $22.6M sold.
Based on aggregated 13F filings for Q1 2025.