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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

227 hedge funds and large institutions have $818M 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, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
77
Reduced
78
Closed
25
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
-$97K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$126M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.28M
4
AWM
4
AE Wealth Management
Kansas
$55M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$2.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$116K
2
AWM
2
Apollon Wealth Management
South Carolina
$8.84M
3
AM
3
AGF Management
Ontario, Canada
$22.8M
4
Bank of America
4
Bank of America
North Carolina
$134M
5
GA
5
Guerra Advisors
Florida
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.98M -$274K -3,237 -12%
EWA
52
EP Wealth Advisors
California
$1.8M -$59.9K -709 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.76M +$1.06M +12,503 +150%
KPWS
54
Kestra Private Wealth Services
Texas
$1.75M -$121K -1,429 -6%
HCA
55
Heck Capital Advisors
Wisconsin
$1.61M +$16.4K +194 +1%
Goldman Sachs
56
Goldman Sachs
New York
$1.58M +$1.58M +18,755 New
LA
57
Lynch & Associates
Indiana
$1.54M +$26.8K +317 +2%
Citigroup
58
Citigroup
New York
$1.51M +$11.2K +133 +0.7%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.49M +$1.42M +16,783 +1,945%
DC
60
Davenport & Co
Virginia
$1.47M +$185K +2,185 +14%
RIA
61
Regal Investment Advisors
Michigan
$1.46M +$73.8K +873 +5%
AAS
62
Ameritas Advisory Services
Nebraska
$1.46M +$2.71K +28 +0.2%
NA
63
NewEdge Advisors
Louisiana
$1.42M -$375K -4,439 -21%
KPWM
64
KDK Private Wealth Management
Texas
$1.39M -$9.2K -109 -0.7%
OPS
65
Orion Portfolio Solutions
Nebraska
$1.36M -$18.4K -218 -1%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.36M -$18.4K -218 -1%
PFA
67
Pathway Financial Advisers
Indiana
$1.36M +$47.2K +559 +4%
SCA
68
Southern Capital Advisors
Tennessee
$1.33M +$171K +2,020 +15%
TCA
69
Transcend Capital Advisors
New Jersey
$1.17M -$46.8K -554 -4%
EIP
70
Ellis Investment Partners
Pennsylvania
$1.16M -$20.5K -243 -2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$1.15M -$200K -2,363 -15%
CWM
72
Congress Wealth Management
Massachusetts
$1.05M +$24.4K +288 +2%
ECA
73
Elevated Capital Advisors
Utah
$1.02M -$59.1K -699 -5%
TRCT
74
Tower Research Capital (TRC)
New York
$962K +$962K +11,387 New
FFA
75
Farther Finance Advisors
California
$961K +$6.92K +81 +0.7%
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