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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

221 hedge funds and large institutions have $804M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
2.97%
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
65
Reduced
75
Closed
26
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$28K

Top Buyers

1
PA
1
PFG Advisors
Arizona
$47.1M
2
IFA
2
Independence Financial Advisors
New Hampshire
$5.51M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.59M
5
AWM
5
AE Wealth Management
Kansas
$64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$86.9M
2
RBA
2
Richard Bernstein Advisors
New York
$47.6M
3
Lido Advisors
3
Lido Advisors
California
$128M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.28M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$811K 8,323 -346 -4%
HCA
77
Heck Capital Advisors
Wisconsin
$801K 8,516 -10,512 -55%
SWM
78
Spire Wealth Management
Virginia
$789K 8,391 -325 -4%
FFA
79
Farther Finance Advisors
California
$785K 8,349 -2,903 -26%
SF
80
Summit Financial
New Jersey
$779K 8,277 +533 +7%
LFAS
81
Level Four Advisory Services
Texas
$746K 7,927 +29 +0.4%
VWM
82
VCI Wealth Management
Missouri
$741K 7,876 +494 +7%
MCM
83
Magnolia Capital Management
New York
$723K 7,685 – –
ASN
84
Advisory Services Network
Georgia
$697K 7,269 -40,279 -85%
AFM
85
Aspetuck Financial Management
Connecticut
$669K 7,108 +371 +6%
ANBT
86
American National Bank & Trust
Texas
$664K 7,054 +96 +1%
SWA
87
Stratos Wealth Advisors
Ohio
$662K 7,038 +565 +9%
TAP
88
Tounjian Advisory Partners
Florida
$657K 7,778 -258 -3%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$655K 6,827 -237 -3%
JSAM
90
J. Safra Asset Management
New York
$650K 6,869 -2,700 -28%
COCM
91
Charter Oak Capital Management
New Hampshire
$648K 6,891 -709 -9%
CFD
92
Creative Financial Designs
Indiana
$643K 6,836 -835 -11%
SIA
93
Soltis Investment Advisors
Utah
$630K 6,701 -275 -4%
PCH
94
PGIM Custom Harvest
New Jersey
$606K 6,440 -296 -4%
PCA
95
Purkiss Capital Advisors
Connecticut
$600K 6,377 -645 -9%
HCM
96
Hilton Capital Management
New York
$593K 6,300 -1,511 -19%
WIA
97
World Investment Advisors
California
$590K 6,267 -343 -5%
SC
98
Syon Capital
California
$562K 5,975 +5,975 New
NS
99
NBC Securities
Alabama
$538K 5,725 +32 +0.6%
BRWA
100
B. Riley Wealth Advisors
Florida
$521K 5,536 +5,536 New
2 3
4
5 6