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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.

New
Increased
Maintained
Reduced
Closed
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 %
PCA
101
Purkiss Capital Advisors
Connecticut
$593K +$220K +2,601 +59%
SIA
102
Soltis Investment Advisors
Utah
$590K -$17K -201 -3%
ANBT
103
American National Bank & Trust
Texas
$588K +$263K +3,109 +81%
Renaissance Technologies
104
Renaissance Technologies
New York
$575K +$177K +2,100 +45%
AFM
105
Aspetuck Financial Management
Connecticut
$569K -$17.9K -212 -3%
PCH
106
PGIM Custom Harvest
New Jersey
$569K +$15.8K +187 +3%
WIA
107
World Investment Advisors
California
$559K -$76.1K -900 -12%
SWA
108
Stratos Wealth Advisors
Ohio
$547K +$29.1K +344 +6%
FTUS
109
Flow Traders U.S.
New York
$504K +$504K +5,969 New
IAN
110
Integrated Advisors Network
Texas
$501K +$322K +3,810 +180%
HCM
111
Hall Capital Management
Rhode Island
$495K -$33.4K -395 -6%
GS
112
GTS Securities
New York
$485K +$485K +5,737 New
NS
113
NBC Securities
Alabama
$481K +$481K +5,688 +113,760%
Creative Planning
114
Creative Planning
Kansas
$442K -$141K -1,664 -24%
CF
115
Centaurus Financial
California
$439K +$17.6K +208 +4%
BEI
116
Benjamin Edwards Inc
Missouri
$416K -$1.1K -13 -0.3%
EFM
117
Eley Financial Management
Vermont
$405K -$89.1K -1,043 -18%
CWA
118
Centennial Wealth Advisory
Michigan
$401K +$29.1K +344 +8%
Franklin Resources
119
Franklin Resources
California
$387K – – –
HF
120
HRT Financial
New York
$381K +$130K +1,533 +51%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$368K +$10.5K +124 +3%
RSWM
122
Robertson Stephens Wealth Management
California
$361K -$82.7K -978 -19%
CA
123
Crumly & Associates
Illinois
$356K – – –
Corient Private Wealth
124
Corient Private Wealth
Florida
$346K +$58.3K +690 +20%
EFG
125
Ehrlich Financial Group
California
$339K -$3.04K -36 -0.9%
3 4
5
6 7