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Fidelity MSCI Consumer Discretionary Index ETF

224 hedge funds and large institutions have $696M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% less ownership

Funds ownership: 46.42%42.66% (-3.8%)

9% less funds holding

Funds holding: 247224 (-23)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

23% less capital invested

Capital invested by funds: $906M → $696M (-$209M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-23
Holders Change %
-9.31%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
68
Reduced
80
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$788K -$19.5K -195 -2%
BJF
77
Blue Jean Financial
New York
$776K +$25.6K +256 +3%
HCA
78
Heck Capital Advisors
Wisconsin
$727K -$54.1K -540 -6%
BCA
79
Bayshore Capital Advisors
Florida
$723K -$102K -1,017 -12%
RIA
80
Regal Investment Advisors
Michigan
$718K -$191K -1,905 -20%
Creative Planning
81
Creative Planning
Kansas
$712K +$109K +1,089 +17%
SFPG
82
Stonebridge Financial Planning Group
Florida
$692K -$20.1K -201 -3%
LFAS
83
Level Four Advisory Services
Texas
$687K -$22.7K -227 -3%
SIA
84
Soltis Investment Advisors
Utah
$677K +$55.4K +553 +8%
SS
85
Sunbelt Securities
Texas
$668K -$301K -3,004 -30%
ASN
86
Advisory Services Network
Georgia
$664K +$100 +1 +0%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$649K +$71.7K +716 +11%
BEI
88
Benjamin Edwards Inc
Missouri
$596K -$187K -1,866 -23%
FFA
89
Farther Finance Advisors
California
$593K -$32.8K -327 -5%
Ameriprise
90
Ameriprise
Minnesota
$587K +$119K +1,188 +23%
RFN
91
Redwood Financial Network
Ohio
$571K +$90.6K +905 +17%
CF
92
Centaurus Financial
California
$537K +$18.4K +184 +3%
HCM
93
Hall Capital Management
Rhode Island
$525K
CWA
94
Centennial Wealth Advisory
Michigan
$487K +$4.11K +41 +0.8%
MCM
95
Magnolia Capital Management
New York
$472K +$109K +1,085 +27%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$444K -$324K -3,233 -40%
GIA
97
Gladstone Institutional Advisory
Florida
$433K +$30.4K +304 +7%
QCM
98
Quantinno Capital Management
New York
$431K -$7.01K -70 -1%
COCM
99
Charter Oak Capital Management
New Hampshire
$431K -$150K -1,500 -25%
PCH
100
PGIM Custom Harvest
New Jersey
$427K +$100 +1 +0%

FDIS Hedge Fund Activity: Q1 2026 in Review

224 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q1 2026, worth a combined $696M — down 23% from $906M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FDIS and 21 opened new positions — a net loss of 18 holders — while 80 trimmed existing stakes and 68 added.

The largest buyer was AE Wealth Management, adding an estimated $13.7M. The largest seller was Bank of America, cutting an estimated $65.5M.

  • 224 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q1 2026, down from 247 in Q4 2025.
  • Funds reported $696M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q1 2026, down 23% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q1 2026 and 39 closed out, a net change of -18 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q1 2026 was AE Wealth Management, an estimated $13.7M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q1 2026 was Bank of America, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2026.