FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$521K
HCM
102
Hall Capital Management
Rhode Island
$509K
Creative Planning
103
Creative Planning
Kansas
$504K
MML Investors Services
104
MML Investors Services
Massachusetts
$495K
CF
105
Centaurus Financial
California
$494K
GCP
106
GSA Capital Partners
United Kingdom
$485K
Bank of New York Mellon
107
Bank of New York Mellon
New York
$474K
OMC
108
Old Mission Capital
Illinois
$443K
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$442K
CWA
110
Centennial Wealth Advisory
Michigan
$440K
AI
111
Atria Investments
North Carolina
$438K
IWM
112
IHT Wealth Management
Illinois
$429K
EFM
113
Eley Financial Management
Vermont
$424K
CA
114
Crumly & Associates
Illinois
$397K
RSWM
115
Robertson Stephens Wealth Management
California
$387K
BEI
116
Benjamin Edwards Inc
Missouri
$379K
FTS
117
Fifth Third Securities
Ohio
$377K
ST
118
Smithfield Trust
Pennsylvania
$370K
WPP
119
Whalerock Point Partners
Rhode Island
$346K
IAN
120
Integrated Advisors Network
Texas
$334K
HIA
121
Harbor Investment Advisory
Maryland
$332K
LW
122
Linscomb Wealth
Texas
$325K
CWM
123
Congress Wealth Management
Massachusetts
$312K
PAS
124
PKS Advisory Services
New York
$306K
MCM
125
McRae Capital Management
New Jersey
$305K