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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 229227 (-2)

1% less capital invested

Capital invested by funds: $822M → $813M (-$8.52M)

1.51% less ownership

Funds ownership: 47.9%46.39% (-1.5%)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
2.99%
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
66
Reduced
79
Closed
26
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2M -$399K -4,529 -18%
EWA
52
EP Wealth Advisors
California
$1.9M -$98.5K -1,118 -5%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$1.9M +$222K +2,524 +14%
JWCA
54
J.W. Cole Advisors
Florida
$1.81M +$998K +11,325 +143%
BFA
55
Beaumont Financial Advisors
Massachusetts
$1.79M +$1.67M +18,996 New
RIA
56
Regal Investment Advisors
Michigan
$1.73M +$99.7K +1,132 +7%
LA
57
Lynch & Associates
Indiana
$1.72M +$7.13K +81 +0.4%
SCA
58
Southern Capital Advisors
Tennessee
$1.62M +$135K +1,537 +10%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.6M +$74.6K +847 +5%
PFA
60
Pathway Financial Advisers
Indiana
$1.54M +$18K +204 +1%
KPWM
61
KDK Private Wealth Management
Texas
$1.54M -$15K -170 -1%
NA
62
NewEdge Advisors
Louisiana
$1.43M -$139K -1,574 -9%
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M +$318K +3,609 +34%
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.33M -$1.5M -17,042 -55%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.31M +$33.2K +377 +3%
EIP
66
Ellis Investment Partners
Pennsylvania
$1.27M -$19.8K -225 -2%
AWS
67
Atria Wealth Solutions
New York
$1.21M -$1.1M -12,431 -50%
Raymond James Financial
68
Raymond James Financial
Florida
$1.16M +$89.8K +1,019 +9%
IRC
69
Investors Research Corp
Georgia
$1.12M +$117K +1,333 +13%
SA
70
Sanctuary Advisors
Indiana
$1.09M -$681K -7,730 -40%
AAS
71
Ameritas Advisory Services
Nebraska
$1.05M -$342K -3,877 -26%
ECA
72
Elevated Capital Advisors
Utah
$1.02M
ACM
73
AlphaStar Capital Management
North Carolina
$1.02M +$950K +10,790 New
Jones Financial Companies
74
Jones Financial Companies
Missouri
$964K +$31.6K +359 +4%
SCA
75
Snowden Capital Advisors
New York
$938K -$6.61K -75 -0.7%

FDIS Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2025, worth a combined $813M — down 1% from $822M a quarter earlier.

Fund positioning in FDIS was balanced in Q2 2025: 26 funds opened new positions, 26 closed out, 66 added to existing stakes and 79 trimmed.

The largest buyer was PFG Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $58.1M.

  • 227 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2025, down from 229 in Q1 2025.
  • Funds reported $813M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2025 and 26 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2025 was PFG Advisors, an estimated $58.4M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2025 was Bank of America, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2025.