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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
SFPG
76
Stonebridge Financial Planning Group
Florida
$845K -$48.5K -491 -6%
SWA
77
Stratos Wealth Advisors
Ohio
$816K +$88.6K +896 +13%
LFAS
78
Level Four Advisory Services
Texas
$812K -$3.66K -37 -0.5%
FFA
79
Farther Finance Advisors
California
$808K -$49.3K -499 -6%
PCA
80
Purkiss Capital Advisors
Connecticut
$796K +$134K +1,357 +21%
MCM
81
Magnolia Capital Management
New York
$791K
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$790K +$98.8K +1,000 +15%
MYIA
83
Mount Yale Investment Advisors
Colorado
$789K +$758K +7,667 New
ASN
84
Advisory Services Network
Georgia
$739K -$8.4K -85 -1%
SS
85
Sunbelt Securities
Texas
$731K -$120K -1,214 -15%
VWM
86
VCI Wealth Management
Missouri
$728K -$79K -799 -10%
COCM
87
Charter Oak Capital Management
New Hampshire
$701K -$7.51K -76 -1%
SIA
88
Soltis Investment Advisors
Utah
$689K
AFM
89
Aspetuck Financial Management
Connecticut
$678K -$50.7K -513 -7%
HCM
90
Hilton Capital Management
New York
$634K -$13.5K -137 -2%
Creative Planning
91
Creative Planning
Kansas
$626K +$71.5K +723 +13%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$574K +$87.9K +889 +19%
BRWA
93
B. Riley Wealth Advisors
Florida
$570K +$99 +1 +0%
MML Investors Services
94
MML Investors Services
Massachusetts
$538K -$2.47K -25 -0.5%
HCM
95
Hall Capital Management
Rhode Island
$529K -$26.4K -267 -5%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$518K -$692 -7 -0.1%
CF
97
Centaurus Financial
California
$517K -$22.3K -226 -4%
CWA
98
Centennial Wealth Advisory
Michigan
$505K +$23.7K +240 +5%
NS
99
NBC Securities
Alabama
$504K -$82K -830 -14%
IWM
100
IHT Wealth Management
Illinois
$483K +$12.6K +127 +3%

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.