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Fidelity MSCI Consumer Discretionary Index ETF

229 hedge funds and large institutions have $845M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

4% more capital invested

Capital invested by funds: $813M → $845M (+$31.5M)

1% more funds holding

Funds holding: 227229 (+2)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

2.47% less ownership

Funds ownership: 46.39%43.92% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
67
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
51
KDK Private Wealth Management
Texas
$1.67M -$7.61K -77 -0.5%
SPC
52
Sigma Planning Corp
Michigan
$1.67M -$771K -7,796 -32%
ECA
53
Elevated Capital Advisors
Utah
$1.59M +$333K +3,374 +28%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.55M -$384K -3,883 -20%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.53M +$94.1K +952 +7%
NA
56
NewEdge Advisors
Louisiana
$1.5M -$61.6K -623 -4%
Marshall Wace
57
Marshall Wace
United Kingdom
$1.43M +$1.38M +13,931 New
EIP
58
Ellis Investment Partners
Pennsylvania
$1.39M -$988 -10 -0.1%
Raymond James Financial
59
Raymond James Financial
Florida
$1.35M +$78K +789 +6%
IRC
60
Investors Research Corp
Georgia
$1.3M +$74.8K +757 +6%
RIA
61
Regal Investment Advisors
Michigan
$1.29M -$572K -5,788 -32%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.23M +$174K +1,765 +17%
AAS
63
Ameritas Advisory Services
Nebraska
$1.21M +$53K +536 +5%
SA
64
Sanctuary Advisors
Indiana
$1.17M -$21K -212 -2%
MWM
65
Meridian Wealth Management
Kentucky
$1.05M +$115K +1,162 +13%
ANBT
66
American National Bank & Trust
Texas
$1.04M +$298K +3,014 +43%
SF
67
Summit Financial
New Jersey
$1.03M +$174K +1,762 +21%
SCA
68
Snowden Capital Advisors
New York
$1.01M -$10.6K -107 -1%
CGH
69
Crossmark Global Holdings
Texas
$898K
CSS
70
Cubist Systematic Strategies
Connecticut
$892K +$857K +8,667 New
SWM
71
Spire Wealth Management
Virginia
$889K +$24.9K +252 +3%
HCA
72
Heck Capital Advisors
Wisconsin
$873K -$2.67K -27 -0.3%
SC
73
Syon Capital
California
$858K +$233K +2,362 +40%
Ameriprise
74
Ameriprise
Minnesota
$852K -$6.23M -63,017 -88%
JSAM
75
J. Safra Asset Management
New York
$847K -$8.8K -89 -1%

FDIS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2025, worth a combined $845M — up 3.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FDIS positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Lido Advisors, adding an estimated $12.1M. The largest seller was PFG Advisors, cutting an estimated $65.4M.

  • 229 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2025, up from 227 in Q2 2025.
  • Funds reported $845M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2025 was Lido Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2025 was PFG Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.