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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.

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 %
Raymond James Financial
76
Raymond James Financial
Florida
$960K -$1.34M -15,895 -58%
PJSIMP
77
P.J. Schmidt Investment Management (PJS)
Wisconsin
$896K +$39.3K +465 +5%
IRC
78
Investors Research Corp
Georgia
$893K +$76.1K +900 +9%
AWM
79
Axxcess Wealth Management
California
$871K +$117K +1,382 +15%
SCA
80
Snowden Capital Advisors
New York
$849K -$38.1K -451 -4%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$836K -$27K -319 -3%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$832K +$296K +3,499 +55%
JSAM
83
J. Safra Asset Management
New York
$809K +$137K +1,621 +20%
MWM
84
Meridian Wealth Management
Kentucky
$791K +$36.6K +433 +5%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$748K +$115K +1,309 +18%
CGH
86
Crossmark Global Holdings
Texas
$739K +$739K +8,730 New
SWM
87
Spire Wealth Management
Virginia
$737K -$32.5K -385 -4%
SS
88
Sunbelt Securities
Texas
$733K +$29.2K +346 +4%
AI
89
Atria Investments
North Carolina
$721K -$32.8K -388 -4%
SFPG
90
Stonebridge Financial Planning Group
Florida
$711K +$8.45K +100 +1%
TAP
91
Tounjian Advisory Partners
Florida
$679K +$679K +8,036 New
JWCA
92
J.W. Cole Advisors
Florida
$668K -$930K -11,007 -58%
LFAS
93
Level Four Advisory Services
Texas
$667K +$1.78K +21 +0.3%
HCM
94
Hilton Capital Management
New York
$660K +$71K +840 +12%
SF
95
Summit Financial
New Jersey
$654K -$8.2K -97 -1%
MCM
96
Magnolia Capital Management
New York
$649K – – –
CFD
97
Creative Financial Designs
Indiana
$648K -$10.6K -125 -2%
COCM
98
Charter Oak Capital Management
New Hampshire
$642K -$21.5K -255 -3%
VWM
99
VCI Wealth Management
Missouri
$624K -$59.8K -708 -9%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$597K -$380K -4,492 -39%
2 3
4
5 6