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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 %
HCM
101
Hall Capital Management
Rhode Island
$509K 5,407 -450 -8%
Creative Planning
102
Creative Planning
Kansas
$504K 5,361 +134 +3%
MML Investors Services
103
MML Investors Services
Massachusetts
$495K 5,259 -15,593 -75%
CF
104
Centaurus Financial
California
$494K 5,249 +54 +1%
GCP
105
GSA Capital Partners
United Kingdom
$485K 5,157 +5,157 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$474K 5,040 -4,855 -49%
OMC
107
Old Mission Capital
Illinois
$443K 4,705 +4,705 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$442K 4,694 +342 +8%
CWA
109
Centennial Wealth Advisory
Michigan
$440K 4,664 -77 -2%
AI
110
Atria Investments
North Carolina
$438K 4,658 -3,874 -45%
IWM
111
IHT Wealth Management
Illinois
$429K 4,564 +4,564 New
EFM
112
Eley Financial Management
Vermont
$424K 4,503 -240 -5%
CA
113
Crumly & Associates
Illinois
$397K 4,216 – –
RSWM
114
Robertson Stephens Wealth Management
California
$387K 4,113 -159 -4%
BEI
115
Benjamin Edwards Inc
Missouri
$379K 4,033 -886 -18%
FTS
116
Fifth Third Securities
Ohio
$377K 4,003 – –
ST
117
Smithfield Trust
Pennsylvania
$370K 3,931 +345 +10%
WPP
118
Whalerock Point Partners
Rhode Island
$346K 3,678 +1 +0%
IAN
119
Integrated Advisors Network
Texas
$334K 3,551 -2,378 -40%
HIA
120
Harbor Investment Advisory
Maryland
$332K 3,530 -100 -3%
LW
121
Linscomb Wealth
Texas
$325K 3,455 – –
CWM
122
Congress Wealth Management
Massachusetts
$312K 3,310 -9,139 -73%
PAS
123
PKS Advisory Services
New York
$306K 3,251 +1 +0%
MCM
124
McRae Capital Management
New Jersey
$305K 3,239 +3,239 New
Franklin Resources
125
Franklin Resources
California
$282K 3,000 -1,583 -35%
3 4
5
6 7