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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 229227 (-2)

1% less capital invested

Capital invested by funds: $822M → $813M (-$8.52M)

1.51% less ownership

Funds ownership: 47.9%46.39% (-1.5%)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
2.99%
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
66
Reduced
79
Closed
26
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Syon Capital
California
$562K +$526K +5,975 New
NS
102
NBC Securities
Alabama
$538K +$2.82K +32 +0.6%
BRWA
103
B. Riley Wealth Advisors
Florida
$521K +$488K +5,536 New
HCM
104
Hall Capital Management
Rhode Island
$509K -$39.6K -450 -8%
Creative Planning
105
Creative Planning
Kansas
$504K +$11.8K +134 +3%
MML Investors Services
106
MML Investors Services
Massachusetts
$495K -$1.37M -15,593 -75%
CF
107
Centaurus Financial
California
$494K +$4.76K +54 +1%
GCP
108
GSA Capital Partners
United Kingdom
$485K +$454K +5,157 New
Bank of New York Mellon
109
Bank of New York Mellon
New York
$474K -$428K -4,855 -49%
OMC
110
Old Mission Capital
Illinois
$443K +$414K +4,705 New
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$442K +$30.1K +342 +8%
CWA
112
Centennial Wealth Advisory
Michigan
$440K -$6.78K -77 -2%
AI
113
Atria Investments
North Carolina
$438K -$341K -3,874 -45%
IWM
114
IHT Wealth Management
Illinois
$429K +$402K +4,564 New
EFM
115
Eley Financial Management
Vermont
$424K -$21.1K -240 -5%
CA
116
Crumly & Associates
Illinois
$397K
RSWM
117
Robertson Stephens Wealth Management
California
$387K -$14K -159 -4%
BEI
118
Benjamin Edwards Inc
Missouri
$379K -$78K -886 -18%
FTS
119
Fifth Third Securities
Ohio
$377K
ST
120
Smithfield Trust
Pennsylvania
$370K +$30.4K +345 +10%
WPP
121
Whalerock Point Partners
Rhode Island
$346K +$88 +1 +0%
IAN
122
Integrated Advisors Network
Texas
$334K -$209K -2,378 -40%
HIA
123
Harbor Investment Advisory
Maryland
$332K -$8.81K -100 -3%
LW
124
Linscomb Wealth
Texas
$325K
CWM
125
Congress Wealth Management
Massachusetts
$312K -$805K -9,139 -73%

FDIS Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2025, worth a combined $813M — down 1% from $822M a quarter earlier.

Fund positioning in FDIS was balanced in Q2 2025: 26 funds opened new positions, 26 closed out, 66 added to existing stakes and 79 trimmed.

The largest buyer was PFG Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $58.1M.

  • 227 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2025, down from 229 in Q1 2025.
  • Funds reported $813M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2025 and 26 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2025 was PFG Advisors, an estimated $58.4M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2025 was Bank of America, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2025.